Research Reports


Semiconductors


NAND Flash Market Bulletin_20221130

2022/11/30

NAND Flash

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Purchase orders of the three major end products are seeing continuous revisions, where the reduction of capacity from several NAND Flash suppliers during 4Q22 has yet to alter the increment of inventory...

ODMs Add More Production Lines in Southeast Asia and Mexico as Geopolitical Risks Have Caused Server Supply Chain to Shift

2022/11/29

DRAM

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According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...

Server DRAM Industry Analysis-4Q22

2022/11/28

DRAM

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CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...

Foundry Market Bulletin_20221128

2022/11/28

Wafer Foundries

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Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

2022/11/25

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

4Q22 Foundry Datasheet

2022/11/25

Wafer Foundries

 EXCEL

The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process.

Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

2022/11/23

DRAM

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Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

MLCC Market Bulletin_20221122

2022/11/22

MLCC

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The Double 11 Shopping Festival has been famed for acting as a forecast for China's retail demand. The Festival this year, however, ended quietly under online shopping platforms' cool and calculated business operations......

PC-Client OEM SSD Contract Price 4Q22

2022/11/21

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, a drop of...