Taiwan is crucial to the global semiconductor supply chain, according to TrendForce, accounting for a 26 percent market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27 percent and 20 percent global market share, ranking second and first in the…
Buyers will find some pricing relief early next year as DRAM ASPs are expected to decline by as much as 8- to -13 percent, according to TrendForce. Gating materials and components are pushing DRAMs into oversupply in Q4, reports distributor Fusion Worldwide. As a result, year-end audits and inventory issues may cause buyers to hold off purchasing or…
Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations. At the same time,…
While the global electronics supply chain experienced a chip shortage, the corresponding shortage of foundry capacities also led various foundries to raise their quotes, resulting in an over 20 percent YoY increase in the total annual revenues of the top 10 foundries for both 2020 and 2021, according to TrendForce’s latest investigations. The top 10…
Sales of DRAM—the most commoditized of electronic components – grew 26 percent in Q2 2021 to $24.1 billion and propelled Samsung to the world’s leading chip supplier for the same period. But DRAM is also known for frequent boom-to-bust cycles and supplies are looking tight into next year. All of which is good for fabless…
Increased component prices are inevitable when demand outstrips supply. But the electronics supply chain is being hammered on all sides – from materials to logistics — with rising costs. As one freight expert put it: “In 2020 and 2021, global logistics just can’t seem to catch a break.” For months, the Institute for Supply Management…
The indefinite extension of Malaysia’s pandemic-related movement control order (MCO) 3.0 has posed severe challenges for the global MLCC market, according to TrendForce. The high-end MLCC segment, in particular, is expected to suffer the most severe shortage, and products that feature high-end MLCC, such as smartphones, notebooks, networking products, server, and 5G base station components,…
With Intel Corp. predicting that the chip shortage could last years, foundries — and chip makers — are in a position to increase prices. TrendForce reports various foundries are raising their wafer prices and adjusting their product mixes to ensure profitability. Back in March, Intel announced plans to invest $20 billion in U.S. chip facilities…
Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce’s latest investigations. In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer…
While Renesas officially aims to get its Naka 12-inch wafer production line back to full operation within one month, research firm TrendForce expects the immediate task of restoring the cleanroom and installing new equipment systems to take much longer than that. Renesas said that the fire burned about 5 percent of the total area of…