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2022 will see a focus on 12-inch capacity expansion
June 23, 2022
TrendForce says that global wafer foundry capacity will increase by approximately 14% annually in 2022.
NAND Flash market oversupplied in 3Q22, says TrendForce
June 22, 2022
According 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.
1Q22 foundry output value up 8.2% QoQ, says TrendForce
June 21, 2022
TrendForce says that, although demand for consumer electronics remains weak, structural growth demand in the semiconductor industry including for servers, high-performance computing, automotive, and industrial equipment has not flagged, becoming a key driver for medium and long term foundry growth.
TrendForce forecast DRAM pricing to drop by 3~8% in 3Q22
June 20, 2022
According to TrendForce research, despite the significance of peak season and rising DDR5 penetration, the 3Q22 DRAM market still succumbed to the negative impact of weak consumer electronics demand resulting from the Russian-Ukrainian war and high inflation, which in turn led to an increase in overall DRAM inventory.
Soitec reports record revenues for 2022
June 13, 2022
The French designer and manufacturer of semiconductor materials report that its revenue for the full fiscal year of 2022 reached a new all-time record of EUR 863 million.
LG Innotek to acquire former LG solar factory
June 10, 2022
During an LG Innotek board meeting it was decided that the company would take over the LG Electronics A3 factory in Gumi, South Korea.
Global 1Q22 smartphone production volume drops 12.8% QoQ
June 01, 2022
According to TrendForce, the multiplicative effect of the traditional off-season further weakened smartphone production performance in 1Q22 with global output only reaching 310 million units, a 12.8% decline QoQ.
Weakened demand and falling prices lead to NAND flash revenue decline
May 25, 2022
As 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.
Smartphone camera module shipments to reach 5.02B in 2022
May 24, 2022
According to TrendForce research, smartphone camera module shipments will increase to 5.02 billion units in 2022, an annual growth rate of 5%.
2022 smartphone production volume reduced to 1.333B units
May 11, 2022
According to TrendForce research, global smartphone production volume in 1Q22 was 310 million units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to relatively weak production performance in 1Q22.
Sluggish demand leads to lower prices for NAND Flash wafer
May 10, 2022
According 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.
Gartner: Global semiconductor revenue to grow 13.6% in 2022
April 28, 2022
Global semiconductor revenue is projected to total USD 676 billion in 2022, an increase of 13.6% from 2021, according to Gartner, Inc.
TSMC: we expect capacity to remain tight throughout 2022
April 19, 2022
Taiwanese semiconductor giant TSMC saw it’s revenues for the first quarter of 2022 soar 35% compared to last year – supported by strong HPC and Automotive-related demand.
Gartner says global semiconductor revenue grew 26% in 2021
April 15, 2022
Worldwide semiconductor revenue totaled USD 595 billion in 2021, an increase of 26.3% from 2020, according to final results by Gartner, Inc.
Consumer electronics will feel the brunt of the weakening stay-at-home economy
April 13, 2022
According to TrendForce, the consumer electronics market will feel the brunt of the weakening stay-at-home economy, the pandemic in China, international tensions, and rising inflation in 1H22.
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.
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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.
MPU growth will slow in 2022 after cellphone MPU surge
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February 25, 2022
Total MPU sales are expected to rise 7% this year with cellphone processors increasing 10% following a 31% jump in 2021; modest growth is seen in computer CPUs and embedded MPUs, says new 1Q update.
