NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20
May 25, 2020NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020TrendForce believes that the latest updates to the sanctions will have a relatively low impact, in the short term, on Huawei’s shipment of smartphones, notebook computers, and servers – products for which Huawei is relatively well stocked on components.
Will TSMC bring other players to the US?
May 18, 2020TSMC’s expansion plan in the U.S. may be accompanied by other actors in 12-inch supply chain too, says TrendForce.
As DRAM market enters period of price hikes, revenue drops
May 13, 2020The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
Historical decline – smartphone production to drop by 16.5% YoY in 2Q20
May 01, 2020According to the latest investigations by TrendForce, the global spread of COVID-19 in 2020 has brought about the greatest magnitude of declines in the smartphone market in recent years.
Total foundry revenue to undergo single-digit growth in 2020
April 30, 2020Total foundry revenue in 2020 is expected to reach 5%-9% YoY growth, with 6.8% being the median, says TrendForce.
As Samsung Display exits the LCD market a major reshuffle is expected
April 02, 2020According to the latest investigations by the WitsView research division of TrendForce, the oversupply of TV panels in 2019 resulted in a major price drop. As such, panel manufacturers hoped to utilise their excess capacity in 2020 through increasing their production of monitor panels, with Samsung Display (SDC) having the most extensive plans.
NAND Flash ASP may tumble in 2H20 ahead of expectations
March 26, 2020The continued spread of the COVID-19 pandemic has resulted in considerably weakened shipment for most end products in 1Q20, according to the DRAMeXchange research division of TrendForce,
Foundry revenue estimated to grow in 1Q20, while COVID-19 may hinder future demand
March 20, 2020The COVID-19 pandemic has caused a reduction in the demand for end-products; its impact on the foundry industry will likely surface in 2Q20, says TrendForce.
Global top 10 IC designers’ 2019 revenues drop by 4.1% YoY
March 18, 2020Under the combined influence of the U.S. Entity List and the COVID-19 pandemic, the IC design industry is unlikely to return to growth in 2020.
TrendForce: COVID-19 risks to distress memory industry
March 16, 2020The DRAMeXchange research division of TrendForce says that the memory market may take a turn for the worse and go into a slump earlier than expected.
COVID-19 disrupts smartphone production - expected to decline 3.5% in 2020
March 05, 2020The smartphone supply chain is continuing to feel the effects of the COVID-19 outbreak. Owing to hindrances such as uneven factory work resumption statuses, a generally low rate of returning labor, and breaks in logistics and transportation, the supply chain has not been recovering as previously expected, says TrendForce.
Data Center Clients pushes NAND flash revenue near 10% growth
February 25, 20204Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients, says the DRAMeXchange research division of TrendForce.
Global DRAM revenue holds steady in 4Q19
February 18, 2020The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
China memory production unaffected by Coronavirus
February 03, 2020China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
New game consoles expected to trigger demand surge for graphics DRAM and SSD's
January 15, 2020TrendForce expects the year-end release of new generation game consoles to trigger a demand surge of graphics DRAM and SSD's during the second half of 2020.
DRAM contract prices to rise in 1Q20 says TrendForce
January 08, 2020The consistent increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on December 31, 2019 have not seriously impacted the supply side of the DRAM market, says the DRAMeXchange research division of TrendForce,
1Q20 NAND Flash price is projected to continue rising
January 03, 2020According to the latest analysis by the DRAMeXchange research division of TrendForce, the contract price of client SSD has fallen for seven consecutive quarters until 2Q19 from peak price, to barely above the price of HDD.
1Q/20 Graphics DRAM price sees sharp upturn
December 31, 2019Server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes.
Spot prices see sharp upturnLoad more news
December 16, 2019DRAM spot prices have begun to rebound, in turn improving the overall DRAM market sentiment, and memory component buyers in the contract market will be induced to raise their inventories as well. Contract prices are expected to rally as early as 1Q20.