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【Market View】Blackwell Shipments Imminent, Total CoWoS Capacity Expected to Surge by Over 70% in 2025, Says TrendForce
Published May.30 2024,16:21 PM (GMT+8)
TrendForce reports that NVIDIA’s Hopper H100 began to see a reduction in shortages in 1Q24. The new H200 from the same platform is expected to gradually ramp in Q2...
【Market View】NAND Flash Industry Revenue Grew 28.1% in 1Q24, Growth Expected to Continue into Q2, Says TrendForce
Published May.29 2024,13:58 PM (GMT+8)
TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers...
【Market View】MLCC Shipments Expected to Increase by 6.8% in Q2 Thanks to Strong AI Server Demand, Says TrendForce
Published May.28 2024,02:30 AM (GMT+8)
TrendForce reports that MLCC shipments in 1Q24 are expected to reach a three-quarter low. In the second quarter, demand for AI servers continued to grow steadily...
【Market View】Accelerated Order Shift Effect from U.S. Tariff Barriers Boosts Utilization Rates at Taiwanese Semiconductor Foundries Beyond Expectations, Says TrendForce
Published May.22 2024,16:06 PM (GMT+8)
The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025...
【Market View】HBM3e Production Surge Expected to Make Up 35% of Advanced Process Wafer Input by End of 2024, Says TrendForce
Published May.20 2024,16:05 PM (GMT+8)
TrendForce reports that the three largest DRAM suppliers are increasing wafer input for advanced processes. Following a rise in memory contract prices...
【Market View】Top 10 IC Design Houses’ Combined Revenue Grows 12% in 2023, NVIDIA Takes Lead for the First Time, Says TrendForce
Published May.09 2024,02:21 AM (GMT+8)
In 2023, the combined revenue of the world’s top ten IC design houses reached approximately $167.7 billion, marking a 12% annual increase...
【Market View】DRAM Contract Prices for Q2 Adjusted to a 13–18% Increase; NAND Flash around 15–20%, Says TrendForce
Published May.07 2024,14:07 PM (GMT+8)
TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20% Only eMMC/UFS will be...
【Market View】HBM Prices to Increase by 5–10% in 2025, Accounting for Over 30% of Total DRAM Value, Says TrendForce
Published May.06 2024,14:15 PM (GMT+8)
Avril Wu, TrendForce Senior Research Vice President, reports that the HBM market is poised for robust growth, driven by significant pricing premiums and increased capacity needs for AI chips...
【Market View】AI Demand Drives Rapid Growth in QLC Enterprise SSD Shipments for 2024, Says TrendForce
Published Apr.23 2024,14:07 PM (GMT+8)
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers...
【Market View】Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce
Published Apr.16 2024,15:19 PM (GMT+8)
NVIDIA’s next-gen Blackwell platform, which includes B-series GPUs and integrates NVIDIA’s own Grace Arm CPU in models such as the GB200, represents a significant development...
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