300mm fab equipment spending to reach new highs in 2027
March 19, 2024
Global 300mm fab equipment spending for front-end facilities is forecast to reach a record USD 137 billion in 2027 after topping USD 100 billion for the first time by 2025, reports SEMI
Tower Semiconductor to halt operations in the US
March 07, 2024
Tower Semiconductor is reportedly planning to shut down most of its operations in Newport Beach, California for a period of three weeks – which will result in nearly 700 employees taking leave during this time.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
SMIC's revenue fell by nearly $1bn in 2023
February 08, 2024
China’s biggest chip firm, SMIC, endured a tough 2023 with sales down to $6.32 billion from $7.27 billion a year earlier.
China is beefing up its wafer capacity
November 16, 2023
TrendForce has taken a deep dive into mainland China’s semiconductor manufacturing capacity, investigating the country's existing and future fab capacity.
Kaynes Technology to set up semiconductor plant in Telangana
October 09, 2023
Kaynes Technology India has signed a MoU with U with the government of Telangana for setting up of Outsourced Semiconductor Assembly and Testing (OSAT) and Compound Semiconductor manufacturing facility in the Indian state.
Chilly demand prospects for 8-inch production capacity
October 04, 2023
The utilisation rate for 8-inch production capacity is expected to drop to 50-60%, says TrendForce
Global smartphone production reaches 272M units in Q2
September 04, 2023
TrendForce reports global smartphone production has faced back-to-back quarterly declines.
Japanese watchmakers and Western automakers boost micro LED market
August 10, 2023
Mass production of large displays and wearable devices is propelling the Micro LED market. TrendForce predicts that the market value of Micro LED chips will reach USD 27 million in 2023, indicating a YoY growth of 92%.
Suppliers amp up production, HBM bit supply projected to soar
August 09, 2023
TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips.
ASP of NAND Flash to continue falling 3~8% in 3Q23
July 07, 2023
TrendForce reports that OEMs have continued making concerted efforts to scale back production. However, given that the trajectory of market demand is still unclear, it’s expected that the NAND Flash market will continue to be in a state of oversupply in 3Q23.
Chinese car brands aggressively expanding overseas
June 30, 2023
In a bold move to disrupt the automotive industry’s dominance by European, America, Japanese, and Korean giants, Chinese car brands are aggressively expanding overseas, unleashing their decades-long influence and expertise onto new territories.
DRAM and NAND Flash prices expected to fall further in 2Q23
May 09, 2023
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.
PMIC issue with server DDR5 RDIMMs reported
April 25, 2023
TrendForce reports that mass production of new server platforms—such as Intel Sapphire Rapids and AMD Genoa—is imminent. However, recent market reports have indicated a PMIC compatibility issue for server DDR5 RDIMMs; DRAM suppliers and PMIC vendors are working to address the problem.
OLED materials projected to reach a valuation of $3B in 2025
April 12, 2023
TrendForce’s latest report, “AMOLED Technology and Market Status”, reveals that OLED, the next generation of digital displays, has not only taken hold of the smartphone market but is also beginning to make its move into other applications.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
Global NEV sales grew 60% YoY, surpassed 10 million units in 2022
February 22, 2023
According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022.
1Q23 will see new TV shipment low
February 21, 2023
According to TrendForce’s research, global TV shipments are projected to drop by 24.3% QoQ to 41.99 million units for 1Q23. This shipment figure represents a new low for first-quarter result in almost a decade.
Server DRAM will overtake mobile DRAM in supply in 2023
February 20, 2023
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
DRAM price drop forecast to continue in 2Q22 by 0-5%
March 28, 2022
According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power.
Top 10 foundries post record 4Q21 performance
March 14, 2022
The output value of the world’s top 10 foundries in 4Q21 reached USD 29.55 billion, or 8.3% growth QoQ, according to TrendForce’s research.
4Q21 smartphone production sees highest QoQ growth
March 01, 2022
Global smartphone production came to 356 million units for 2021, showing a QoQ increase of 9.5%, according to TrendForce’s latest investigations.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22
December 13, 2021
Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
EV market continue to drive demand for 6” SiC wafers
December 02, 2021
Demand from the global automotive market for 6-inch SiC wafers is expected to reach 1.69 million units in 2025 thanks to the rising penetration rate of EVs and the trend towards high-voltage 800V EV architecture, according to TrendForce’s latest investigations.
NAND Flash revenue rises by 15% QoQ for 3Q21
November 24, 2021
The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.
Global OSAT revenue reaches $8.89 billion in 3Q21
November 23, 2021
As the global vaccination rate rose, and border restrictions in Europe and North America eased, social activities also began to enter a period of recovery, with the consumer electronics market seemingly ready for the arrival of the traditional peak season in 2H21, according to TrendForce’s latest investigations.
TV Shipment to undergo 12.4% YoY decline for 2H21
November 22, 2021
Quarterly TV shipment for 3Q21 reached 52.51 million units, representing an 8.3% QoQ increase but a 14.7% YoY decrease, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021
Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
Quarterly notebook panel shipment sets new high in 3Q21
November 02, 2021
Owing to persistently strong demand for notebook panels and increased supply of such upstream components as ICs and TCONs, quarterly notebook panel shipment reached yet another historical high in 3Q21, with 72.27 million pcs shipped, representing an increase of 7.1% QoQ, according to TrendForce’s latest investigations.
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DRAM prices projected to enter a period of downswing in 2022
October 12, 2021
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
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