According to Taiwan's Economic Daily News, research firm TechInsights recently released an analysis of the 2023 semiconductor-related market situation after acquiring ICinsight, saying that the semiconductor market began a new year in 2023, with the downturn in memory market conditions continuing to affect related manufacturers' capital expenditure reductions and expansion plans slowing down.
TechInsights said that from the semiconductor market situation, the market for memory chips continues to be sluggish, which also makes the demand for memory chip equipment orders continue to decline, hitting a new record since September 2019, and many manufacturers are struggling to cope with weak demand and serious inventory problems.
In addition, DRAM and NAND price performance indices continue to fall, while MPUs are flat, but inventory and turnover ratios continue to be too high.
IT Home has learned that TrendForce indicated last month that Client SSD demand will slow down significantly in the future, which in turn will limit the overall NAND Flash demand bit growth, with the annual growth rate expected to be less than 30% from 2022-2025.
source：aijiwei
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
Micron will get $6.1 billion in US Chips Act grants to help build fabs in New York and Idaho. Senator Chuck Schumer of New York announced the award and said the money would go towards building two fabs in New York by 2030 and o
Earlier today TSMC announced Q1 revenue up 12.9% y-o-y at $18.87 billion and profit up 8.9% y-o-y at $6.96 billion. Compared to Q4, the Q1 revenue was down 5.3% and net income was down 5.5%. Gross margin for the
The Q1 smartphone market grew 7.8% q-o-q to 289.4 million units, says IDC. It was the third consecutive quarter of market growth, Notes: • Data are preliminary and subject to change.
2023 sales of semiconductor manufacturing equipment fell 1.3% to $106.3 billion from 2022’s record $107.6 billion, says SEMI. China was the biggest market, growing 29% y-o-y to $36.6 billion, followed by Korea whi
TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023. For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion. It was the biggest m-o-m rise since Nove
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to IDC RECOMMENDED ARTICLESHMI claim
