Q2 NAND flash contract prices expected to rise by 13–18%
March 28, 2024
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
Global silicon wafer shipments and revenue fall in 2023
February 13, 2024
Worldwide silicon wafer shipments in 2023 decreased 14.3% to 12,602 million square inches while wafer revenue contracted 10.9% to USD 12.3 billion over the same period, reports SEMI.
ICAPE: "We remain fully committed to our growth trajectory"
February 13, 2024
PCB specialist ICAPE reported revenues of EUR 179.5 million in 2023 – impacted by the international industrial and economic context observed during the fiscal year.
Dispelix team up with Foxconn and Pegatron
October 25, 2023
Dispelix, a Finnish developer of waveguides for extended reality (XR) glasses, has entered into two separate agreements with two of the biggest electronics manufacturing companies in the world; Foxconn and Pegatron.
AMD is looking to catch up to Nvidia, acquires Nod.ai
October 11, 2023
AMD has signed a definitive agreement to acquire Santa Clara, California-based Nod.ai as the company is looking to expand its open AI software capabilities.
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Chip industry sees revenue increase after long decline
September 13, 2023
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
DRAM and NAND Flash demand expected to increase in 2024
August 30, 2023
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector.
Semiconductor industry on track for 2024 recovery
August 15, 2023
With sequential IC sales declines beginning to moderate, the global semiconductor industry appears to be nearing the end of a downcycle and is expected to begin to recover in 2024, SEMI, in partnership with TechInsights, reported.
Foundry market expected to drop 6.5% YoY in 2023
July 03, 2023
The global semiconductor foundry market grew 27.9% YoY in 2022. However, it is projected to decrease by 6.5% YoY in 2023 due to inventory adjustments, according to IDC.
Chinese brands boost global TV shipments to pre-pandemic levels
May 18, 2023
TrendForce investigations show that Chinese brands have pushed global TV shipments in 1Q23 to an impressive 43.37 million units.
Noel Technologies ramps capacity at Silicon Valley fab
May 10, 2023
Noel Technologies, a Pure Wafer company, has launched a major expansion at its Campbell, California wafer fab, investing in both tooling and cleanroom space.
2022, a record year for semiconductors – but it doesn’t feel like it
March 10, 2023
2022, the year that the semiconductor market reached an all-time high with total revenues hitting USD 595.7 billion, narrowly beating the previous high of USD 592.8 billion set in 2021. But why does it feel like 2022 was a struggle?
Increase in cooperation with European industrial customer for Note
March 07, 2023
Swedish EMS provider Note says that demand from a large industrial customer – with whom NOTE has successfully collaborated with for several years – is developing "very strongly". Something that means that the production rate has increased significantly, and so have the sales.
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 car sales projected to rebound in 2023
February 09, 2023
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure.
Who spends the most on semiconductors?
February 07, 2023
Unsurprisingly, we find several major OEM manufacturers of PCs and smartphones among the biggest semiconductor buyers.
Notebook shipments projected to reach a 10-Year low in 1Q23
January 17, 2023
Due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook (laptop) computers began to fall over the quarters.
Shipments of TV panels are projected to drop by 2.8% YoY for 2023
January 13, 2023
The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023.
QoQ decline in DRAM ASP will moderate to around 13~18% for 1Q23
January 09, 2023
TrendForce’s latest analysis of the DRAM market finds that the inventory pressure on suppliers remains significant due to the persistently weak demand for consumer electronics.
Global TV shipments are projected to drop by 3.9% YoY
December 22, 2022
TrendForce’s latest research finds that TV brands’ promotional activities related to China’s Singles’ Day were helped by the steep decline in display panel prices.
MAN to cut hundreds of jobs at Polish bus plant
November 15, 2022
Truck and bus manufacturer MAN is reportedly cutting 860 jobs at its bus plant in Starachowice, Poland.
BOE becomes largest shareholder in HC Semitek
November 08, 2022
BOE has become the largest shareholder in HC Semitek following a RMB 2.1 billion (EUR 289.5 million) capital investment deal, and they are now in a partnership with respect to the development of Micro/Mini LED businesses.
Consumer budgets shrink, OLED TV shipments expected to decline
October 19, 2022
According to TrendForce investigations, global TV shipments in 3Q22 reached 51.39 million units, growing 12.4% QoQ and falling 2.1% YoY.
Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022
Pandemic-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.
Panel prices break five quarter fall in October
October 07, 2022
According to TrendForce's latest panel price report, TV panel pricing is expected to arrest its fall in October after five consecutive quarters of decline and the prices of certain panel sizes may even be poised to move up.
Memory manufacturers initiate rare production reduction
October 03, 2022
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation, the Russian-Ukrainian war, and pandemic policies, demand in peak season was weak, resulting in inventory pressure that has extended from the buyer side to manufacturers.
Automotive IC marketshare seen rising to 10% by 2026.
September 28, 2022
IC Insights reports that the automotive IC marketshare has steadily increased since 1998 growing from 4.7% of total IC sales that year to 7.4% in 2021. Marketshare gains are forecast to continue for the auto segment, with an 8.5% share expected this year and 9.9% share by the year 2026.
DRAM market deflates – cyclical downturn looms
September 21, 2022
A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights
2Q22 global smartphone production – only 292 million units
September 02, 2022
According to TrendForce investigations, 2H22 smartphone production planning was quite conservative as brands gave priority to adjusting distribution channel inventory.
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