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Suppliers Aim to Raise Contract Prices, But With Uncertain Demand, 2Q24 DRAM Price Increase Expected to Narrow to 3–8%

03/26/2024 | TrendForce
TrendForce’s latest report reveals that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their lose situations by boosting capacity utilization rates, the overall demand outlook for this year remains tepid.

Kioxia, WD Elevate Capacity Utilization, Pushing NAND Flash Supply Growth to 10.9%

03/19/2024 | TrendForce
TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year.

2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry

03/18/2024 | TrendForce
TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%

Asia/Pacific PC Market Dropped 16.1% in 2023

03/18/2024 | IDC
The traditional PC market (Desktops, Notebooks, and Workstations) in Asia/Pacific (including Japan and China) posted a 16.1% decline in 2023 to 97.4 million units, according to the International Data Corporation (IDC) Quarterly Personal Computing Devices Tracker, Q4 2023. Shipments are not expected to rebound significantly in 2024 due to weak demand and a slow economic recovery.

US Satellite D2D Market Expected to Hit $6.5B by 2027, Taiwanese PCB and Antenna Manufacturers Set to Enter Supply Chain

03/14/2024 | TrendForce
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%.
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