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【Market View】Historically Low 2023 DRAM Demand Bit Growth at Only 8.3%, NAND Flash Expected to Drive Installed Capacity Growth Due to Falling Prices, Says TrendForce
Published Aug.03 2022,14:41 PM (GMT+8)
According to TrendForce, DRAM market demand bit growth will only amount to 8.3% in 2023, sub-10% for the first time in history, and far lower than supply-side bit growth of approximately 14.1%...
【Market View】U.S. Passes CHIPS Act, Increasing Restrictions on China Lead to Rising Geopolitical Risk, Says TrendForce
Published Aug.01 2022,14:06 PM (GMT+8)
The disruption of the chip supply chain caused by the pandemic in the past two years, as well as geopolitical flashpoints such as Sino-US trade frictions and the Russia-Ukraine war...
【Market View】Supply Chain Overstocked, NAND Flash 3Q22 Price Drop to Broaden to 8~13%, Says TrendForce
Published Jul.19 2022,17:04 PM (GMT+8)
According to TrendForce, market oversupply intensified in 2Q22 due to lagging demand and continued NAND Flash output and process advancement...
【Market View】Power Outage at Micron's Japanese Plant, Impact on Production Capacity Limited, Says TrendForce
Published Jul.13 2022,16:50 PM (GMT+8)
Micron's Japanese plant at Hiroshima suffered a power outage on July 8. According to TrendForce investigations, this plant's monthly wafer starts accounts for approximately 30% of Micron's total monthly wafer starts in 3Q22...
【Market View】Order Cancellations Strike, 8-inch Fab Capacity Utilization Rate Declines Most in 2H22, Says TrendForce
Published Jul.07 2022,14:48 PM (GMT+8)
According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1Xμm and 55nm processes, respectively...
【Market View】Suppliers More Willing to Acquiesce on Price, 3Q22 DRAM Pricing Decline Expands to Nearly 10%, Says TrendForce
Published Jul.04 2022,16:00 PM (GMT+8)
According to the latest TrendForce research, despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground...
【Market View】Server Shipments Maintain Growth in 3Q22, Though 2H22 Performance Concerns Linger, Says TrendForce
Published Jun.28 2022,14:37 PM (GMT+8)
According to TrendForce research, observing recent server market dynamics, ODM’s prior production plans have begun to gradually cool. Since the material mismatch cycle has improved significantly...
【Market View】2022 a Focus for 12-inch Capacity Expansion, 20% Annual Growth Expected in Mature Process Capacity, Says TrendForce
Published Jun.23 2022,15:23 PM (GMT+8)
According to TrendForce data, global wafer foundry capacity will increase by approximately 14% annually in 2022. Since expanding 8-inch capacity is not cost-effective and its growth rate is much lower than the overall industry average...
【Market View】Material Shortages Impede Semiconductor Equipment Lead Time, Annual Growth Rate of Foundry Capacity to Narrow to 8% in 2023, Says TrendForce
Published Jun.22 2022,15:38 PM (GMT+8)
According to TrendForce, semiconductor equipment is once again facing the dilemma of extended lead times up to 18-30 months. Before this latest equipment lead time delay, the annual growth rate of 12-inch equivalent (including 12-inch and 8-inch)...
【Market View】NAND Flash Market Oversupplied in 3Q22, Price Quotes to Drop by 0~5%, Says TrendForce
Published Jun.21 2022,14:48 PM (GMT+8)
According to TrendForce research, as output from Kioxia and WDC grows month by month, it has become obvious that production capacity is sufficient to meet increased bit demand...
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