➀ The NAND ASP increased by 15% in Q2, leading to total revenue of $16.796 billion, a 14.2% increase q-o-q. ➁ All NAND Flash suppliers returned to profitability and are expanding capacity. ➂ Samsung's NAND ASP rose by 20%, while Hynix, Kioxia, Micron, and WDC also saw significant increases in ASP and revenue.
Recent #TrendForce news in the semiconductor industry
➀ The article discusses the top ten suppliers of AI servers with self-developed ICs, highlighting the shipment share in the market; ➁ The report is based on data from TrendForce; ➂ The article lists the top three suppliers in the AI server market.
➀ Urgent orders from customers restocking components due to the 618 shopping season in China and healthier inventory levels in consumer electronics have boosted wafer foundry utilization rates in Q2.; ➁ Global top 10 foundry revenue grew by 9.6%.; ➂ VIS climbed two spots in the rankings.
➀ Notebook production is expected to grow by 3.7% in 2024, driven by entry-level and education markets. ➁ AI notebooks are anticipated in H2 but may see delayed consumer adoption due to high prices. ➂ OEMs are shifting production lines from China to Vietnam and Thailand, with Vietnam's share in notebook manufacturing expected to rise to 6% and Thailand's to 2.3% in 2024.
➀ The article highlights the top five Silicon Carbide (SiC) suppliers in 2023, as identified by TrendForce; ➁ It provides a brief overview of the suppliers and their significance in the semiconductor industry; ➂ The article also includes links to related topics and previous articles for further reading.
1. The article lists the top ten foundries in Q1 as reported by TrendForce. 2. It provides a brief overview of the ranking and mentions related content such as best/worst countries for mobile data cost and semiconductor market forecasts. 3. The article is part of a series highlighting various top ten lists in different sectors.
1. DRAM and NAND Flash revenues are projected to increase by 75% and 77% respectively in 2024, driven by higher bit demand and improved supply-demand balance. 2. High-value products like HBM, DDR5, and LPDDR5/5X are expected to boost DRAM ASPs significantly. 3. NAND Flash revenue growth is supported by the adoption of QLC SSDs in enterprise and smartphones, and restrained capital expenditures by manufacturers.
1. TrendForce predicts a 5-10% increase in Q3 NAND ASP. 2. Client SSDs are expected to see a 3-8% price increase due to weak demand and preference for QLC over TLC. 3. Enterprise SSDs are projected to rise by 15-20% as server OEM orders increase. 4. eMMC prices are expected to remain flat, while UFS contract prices may increase by 3-8%.
❶ TrendForce forecasts an increase in consumer DRAM and VRAM prices by up to 8% in the upcoming quarter. ❷ The price hike is attributed to heightened production pressures on HBM and data server memory. ❸ This situation is expected to lead to a 3% to 8% growth in PC DRAM and VRAM prices.
1. The article lists the top ten fabless semiconductor companies of 2023, sourced from TrendForce. 2. It highlights the ranking of these companies without specifying individual names or details. 3. The author, David Manners, also references other 'Top Ten' lists related to the semiconductor and PC industries.
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