TrendForce


October 2024

30 OctoberHBM5 20hi Stack Embraces Hybrid Bonding, Shaping Future Business Strategies
23 OctoberGlobal SSD Market Shifts: Top Five Makers Expand, Chinese Brands Capitalize Locally
17 OctoberOLED Monitor Shipments Expected to Hit 1.44 Million Units in 2024
15 OctoberNAND Flash Prices Set to Drop 3-8% in Q4 2024 Amid Supply Shift
11 OctoberQ4 Memory Prices Face Pressure Amid Slowing Demand Growth

September 2024

13 SeptemberAI Surge Fuels 25% Rise in Enterprise SSD Prices, Supplier Revenues Jump 50%
9 SeptemberNAND Flash Shipments Slow in Q2 2024, AI SSD Demand Boosts Revenue by 14%
6 SeptemberInnodisk Introduces New CXL Memory Module for Enhanced AI Server Performance

August 2024

29 AugustMemory Market Faces Hurdles in Early 2024; Price Pressures Expected Later On
13 AugustNAND Flash Suppliers Boost Process Upgrades as AI SSD Procurement Capacity Surges
8 AugustNVIDIA’s B200A Aims at OEMs; Anticipated 55% Surge in High-End GPU Shipments by 2025
6 AugustVR/MR Device Shipments to Skyrocket to 37 Million Units by 2030, OLEDoS and LCD Take Over

July 2024

30 JulyNVIDIA Blackwell’s Power Consumption Spurs Cooling Needs; Liquid Cooling to Hit 10%...
22 JulyMemory Industry Set to Achieve Record Revenue in 2025 as Prices Soar and HBM & QLC...
17 JulyAI Server Demand Surge to Propel 2024 Market Value to $187B; Dominates Server Market
4 JulyAMD and NVIDIA Fuel FOPLP Development, Mass Production Set for 2027-2028

June 2024

29 JuneNAND Flash Product Prices Expected to Rise 5-10% in Q3 Due to Production Boost and...
27 JuneAnticipated Q3 Surge: DRAM Prices Projected to Rise by 8-13%
25 JuneEdge AI to Propel CSPs’ Expansion, Fueling 7% Growth in NB DRAM Capacity by 2025
13 JuneDRAM Q1 Revenue Boosted by 5.1% as Contract Price Increases Counter Seasonal Slump
6 JuneTaiwanese Chipmakers Seize Global Opportunities Amidst Shifting Geopolitics and...

May 2024

31 MayRising Need for Vast Storage Drives Enterprise SSD Revenue Surge in 1Q24
31 MaySamsung Strike Causes Minimal Disruption to Memory Production, No Shipment Shortages...
30 MayBlackwell Shipments Set to Boost CoWoS Capacity, Anticipated 70% Surge by 2025
30 MayNAND Flash Industry Revenue Surges 28.1% in 1Q24, Continued Growth Anticipated in Q2
20 MayHBM3e Production Set to Skyrocket, Dominating Advanced Process Wafer Input by 2024
16 MayOLED Monitor Shipments Reach 200K in 1Q24, Annual Forecast at 1.34M
9 MayDRAM and NAND Flash Prices to Rise in Q2, Boosting Tech Industry
2 MaySK hynix’s 2025 HBM Memory Supply Nearing Depletion, Demand Surges

April 2024

27 AprilSeagate and Western Digital Increase HDD Prices as Demand Surges
24 AprilAI Demand Fuels QLC Enterprise SSD Shipments, Driving Rapid Growth by 2024
16 AprilNVIDIA’s Blackwell Platform to Propel TSMC’s CoWoS Capacity by 150% in 2024
11 AprilTaiwanese Earthquake’s Q2 Impact on DRAM Output Expected to be Insignificant
10 AprilDRAM Manufacturers Slowly Resume Production, Minimal Impact Expected on Q2 DRAM Output
9 AprilNew U.S. Semiconductor Ban: Minimal Industry Impact Expected Despite Recent Updates

March 2024

28 MarchAnticipated Surge: Q2 NAND Flash Contract Prices to Soar, Enterprise SSDs to Lead
26 MarchSuppliers anticipate contract price hike, yet uncertain demand narrows 2Q24 DRAM price...
19 MarchKioxia and WD Boost NAND Flash Supply Growth to 10.9% with Capacity Expansion
18 MarchHBM Supply Bit Growth Predicted to Soar at 260%, Dominating 14% of DRAM Market
15 MarchTrendForce Reports: Shifting Landscape Ahead for NAND Flash Market
14 MarchSK Hynix Secures Initial HBM3 Supply, Samsung Speeds Up Post AMD Validation
13 MarchGlobal Foundries Q4 Revenue Surges 7.9%, Annual Total Reaches $111.54B in 2023
6 MarchNAND Flash Industry Revenue Surges 24.5% in Q4 2023, Poised for 20% Boost in Q1
5 MarchRising Prices and Volume Drive 30% Revenue Growth for DRAM Industry in 4Q23

February 2024

29 FebruaryAI Servers to Account for 12.1% as Global Server Shipments Rise by 2.05% in 2024