Research Reports


Semiconductors


2H23 Dynamics of AI Server Market Forecast

2023/08/04

AI Server/HBM/Server

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1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

2023/08/04

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

2023/08/04

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...

DRAM Market Bulletin_20230802

2023/08/02

DRAM

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Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...

NAND Flash Market Bulletin_20230802

2023/08/02

NAND Flash

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Negotiations for NAND Flash contract prices are still at a stalemate as buyers have yet to comprehensively enlarge their procurement...

Mobile DRAM Contract Price 3Q23

2023/08/01

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, 3Q23 prices are seeing a swift diminishment in reduction amidst the negotiation period...

eMMC/UFS Contract Price 3Q23

2023/08/01

NAND Flash

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Global market intelligence firm TrendForce reports that entering 3Q23, the consumer electronics market may recover from its slump in 1H23...

PC-Client OEM SSD Contract Price 3Q23

2023/07/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, an apparent magnification on the intensity of strategic stocking among OEMs throughout 3Q23 will become an indicator for the price trend of client SSD...

Specialty DRAM Price Jul. 2023

2023/07/31

DRAM

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Global market intelligence firm TrendForce reports that despite the start of the traditional peak season for the electronics market in the third quarter...

MLCC Price Jul. 2023

2023/07/31

MLCC

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The US CPI continued to show shrinking growth in June, with a YoY increase of just 3% and reaching a 26-month low. The core CPI, which has been the main concern of the US Federal Reserve, also reached 4.8% for June, better than market expectations...

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