Projected YoY growth rate of server shipments for 2023 revised down to 2.8%
November 22, 2022Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%.
Delay in mass production of new Intel products a blessing for AMD
November 01, 2022According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process.
Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022Pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly. However, assuming materials supply is secure and demand can be met, the annual growth rate of server shipments in 2023 is estimated to be only 3.7%, which is lower than 5.1% in 2022.
SSD shipments via distribution channels reached 127M units in 2021
October 13, 2022According to TrendForce research, SSD shipments through global distribution channels reached 127 million units in 2021, with an annual growth rate of 11%.
TrendForce lists five tech industry trends for 2023
October 11, 2022TrendForce is detailing 10 major trends that are expected to take place across various segments in the tech industry.
Added pressure on China – US restrictions now include memory
October 10, 2022The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
Supplier pricing clash crashes prices to reduce inventory
September 26, 2022According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders, causing wafer pricing to drop by 30-35% in 3Q22.
Solidigm to build US R&D facility, adds 1,900 jobs
September 15, 2022Semiconductor company Solidigm has announced a research and development facility in Rancho Cordova, California, which will be home to 1,900 jobs in Greater Sacramento
Total 2Q22 NAND flash revenue increases 1.1% QoQ
September 02, 2022According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident.
2Q22 enterprise SSD revenue growth to reach 31% QoQ
August 29, 2022According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages.
Q3 NAND flash product price drop deteriorates to 13~18%
August 24, 2022As rising inflationary pressure continues to weaken the global economy, demand for various consumer applications has been downgraded since the second quarter and is expected not improve until the end of the year.
Historically low 2023 DRAM demand bit growth at only 8.3%
August 03, 2022According 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%.
NAND Flash 3Q22 price drop to broaden to 8~13%
July 26, 2022TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.
NAND Flash market oversupplied in 3Q22, says TrendForce
June 22, 2022According 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.
Rising demand drive 14.1% QoQ enterprise SSD revenue growth
May 26, 2022According to TrendForce research, North American data centers saw an improvement in components supply after February, driving a recovery in purchase order volume.
Weakened demand and falling prices lead to NAND flash revenue decline
May 25, 2022As manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced, according to TrendForce research.
Sluggish demand leads to lower prices for NAND Flash wafer
May 10, 2022According to TrendForce research, looking at NAND Flash wafers, the pricing of which more sensitively reflects the market, suppliers are increasingly motivated to cut prices in exchange for sales due to weak retail demand since March and a more conservative outlook for shipments of other end products.
Simmtech opens new Malaysian manufacturing facility
May 09, 2022South Korean manufacturer for semiconductor packaging substrate and HDI PCBs, Simmtech, has officially opened its Malaysia-based subsidiary, SUSTIO Sdn. Bhd. in Batu Kawan Industrial Park, Penang.
NAND Flash pricing to gain 5~10% in 2Q22
March 30, 2022Market intelligence provider TrendForce expects the pricing of NAND Flash to increase 5~10% in 2Q22 in the wake of raw material contamination at Kioxia and WDC in early February.
Total NAND Flash revenue drops 2.1% QoQ in 4Q21Load more news
February 22, 2022In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce’s investigations.