AI demand drives growth in QLC enterprise SSD shipments
April 23, 2024
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers.
Taiwan DRAM manufacturers gradually resume production
April 10, 2024
DRAM manufacturers are gradually resuming production following the earthquake that struck Taiwan on April 3, 2024. Despite some damages and the necessity for inspections or disposal of wafers among suppliers, TredForce reports that the impact on the total DRAM output for Q2 is estimated to be less than 1%
Earthquake update: Taiwan's tech sector weathers the storm
April 04, 2024
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
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.
2Q24 DRAM price increases expected to narrow
March 26, 2024
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Micro LED Apple Watch production faces significant changes
March 14, 2024
In a surprising twist, LED giant ams OSRAM has called off a significant Micro LED collaboration with Apple, casting substantial uncertainty on the launch of the much-anticipated Micro LED version of the Apple Watch as its sole chip supplier.
Top 6 smartphone brands by production
March 13, 2024
New research reveals a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
Global top 10 foundries Q4 revenue up 7.9%
March 12, 2024
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
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.
NAND Flash industry revenue grows 24.5% in Q423
March 06, 2024
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
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.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
TSMC is still the undisputed foundry leader
February 27, 2024
TrendForce’s latest report reveals that in 2023, global foundry revenues hit USD 117.47 billion, with TSMC capturing a dominant 60% share.
MLCC shipments to dip 7% in 1Q24 amid slowing demand
February 20, 2024
The global economic deceleration is taking its toll on the tech sector’s growth, with heavyweights like Intel and Texas Instruments signaling a downturn in their recent financial forecasts.
Tower posts less-than-expected Q4 revenue decline
February 16, 2024
Israel-based contract chipmaker Tower saw its quarterly sales fall by 12.7% – better than estimates by $2 million.
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.
Tower to build $8bn fab in India?
February 12, 2024
Online reports say Tower Semiconductor has submitted a proposal to create a major new facility, with the Indian government paying half of the cost.
350+ new Chinese semiconductor industry projects in 2023
February 01, 2024
In a time where we're seeing more and more investments being made to secure technological sovereignty concerning semiconductors – both in terms of innovation and manufacturing – China is making a push strategically fortify itself.
TrendForce predicts price increase for TV Panels
February 01, 2024
While TV shipments are at an all-time low, analysts at TrendForce see the potential for a slight increase in annual shipments, and price.
Intel and UMC's partnership – a win-win for both
January 30, 2024
Intel and UMC officially announced their landmark collaboration on January 25, 2024, geared toward developing the 12-nanometer process. TrendForce believes that this partnership, which leverages UMC’s diversified technological services and Intel’s existing factory facilities for joint operation, not only aids Intel in transitioning from an IDM to a foundry business model but also brings a wealth of operational experience and enhances manufacturing flexibility.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
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Five companies control the SiC power market - Evertiq expo Sophia Antipolis 2024
The global power SiC device market is forcasted to grow to about USD 9 billion by 2028, a 31% increase over 2022, according to the 2023 edition of Yole Intelligence's Power SiC Report. While automotive applications dominate the SiC market, other applications such industrial, energy, and rail are adding to its growth momentum.
Report: China’s chip capacity could double in seven years
January 15, 2024
A new industry study says China is preparing to boost its chip manufacturing capacity by a huge margin before the end of the decade.
Memory trends: What’s hot in semiconductor memory in 2024
January 12, 2024
If 2023 has proven one thing, then that semiconductor memory is not for the faint of heart. 2024 promises to get a lot better for memory manufacturers but it will also be a bit tougher for OEMs and IDMs who need to say goodbye to the bargain prices from 2023. What else will we see? Here are the top 5 memory trends for 2024.
Notebook market demand to grow by 3.6% in 2024
January 11, 2024
TrendForce says that the global notebook market in 2023 struggled due to high inflation, with annual shipments reaching only 166 million units, a 10.8% YoY decrease. However, this decline was less severe compared to 2022.
Five companies control the SiC power market
January 09, 2024
The global power SiC device market is forcasted to grow to about USD 9 billion by 2028, a 31% increase over 2022, according to the 2023 edition of Yole Intelligence's Power SiC Report. While automotive applications dominate the SiC market, other applications such industrial, energy, and rail are adding to its growth momentum.
DRAM contract prices projected to Increase 13–18% in 1Q24
January 08, 2024
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Top 10 IC design houses to see 17.8% increase in quarterly revenue in 3Q23
January 04, 2024
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking USD 44.7 billion.
Japanese earthquake halts wafer, MLCC, and semiconductor fabs
January 02, 2024
TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities are located within the affected area.
China projected to export 1.2 Million NEVs in 2023
January 02, 2024
TrendForce reports that the global sales volume of NEVs (including BEVs, PHEVs, and FCVs) is estimated to reach approximately 12.8 million units in 2023. Regional market sales shares are expected to be 60% in China, 22% in Western Europe, 11% in the United States, and 6% in other regions, with China’s market demand distinctly in the lead.
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