TrendForce

TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%

Luke James / Tom's Hardware :

TrendForce: TSMC's global foundry revenue share will hit ~64% in 2024, up from 51% in 2019, while Samsung's share is set to drop to ~10%, down from 16% in 2019

Jiyoung Sohn / Wall Street Journal :

TrendForce: the top 10 chip foundries' Q3 revenue rose 7.9% YoY to ~$28.29B; TSMC was first at ~$17B; Intel made the list for the first time in several quarters

The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce.

TrendForce: NAND flash memory revenue fell 45% YoY and 25% QoQ in Q4 2022 and is set to drop 8.1% QoQ in Q1 2023; NAND's per-bit costs may reach all-time lows

TrendForce: the average contract price for DRAM dropped 10.6% YoY in Q2 2022, the first such decline in two years, suggesting the demand boom is likely over

Jiyoung Sohn / Wall Street Journal :

Kioxia and WD report contamination at two NAND production factories, impacting up to 6.5EB of storage; TrendForce says NAND prices could rise 5%-10% in Q2

Update 2/10/2022, 3am PT: Analyst firm TrendForce has now reported that the incident could cause NAND flash prices to spike 5 to 10% in Q2 …

TrendForce report: the combined revenue of the top 10 foundries, which make silicon wafers for semiconductors, reached a record-high of $22.75B in Q1 2021

A new report shows that in the face of unprecedented demand, chip manufacturers are increasing the price of wafers, leading to exceptional revenues across the industry.

Global smartphone production in Q1 fell by 10% YoY to ~280M, the lowest in five years, and is estimated to drop by 16.5% YoY to ~287M in Q2

- TrendForce has revised down its forecast of yearly smartphone production volume to 1.24 billion units, an 11.3% decrease YoY, given weakening end-product demand.