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The Latest Breaking News from Trendforce

Western Digital confirms HDD and NAND flash shortages, warns partners of higher pricing

Western Digital messaged partners to inform them of supply constraints and rising prices amidst tumultuous industry conditions. Prices could increase by 10% for HDDs, more for NAND.

Tom’s Hardware

Samsung is raising SSD prices — but it could be for a good reason, as AI boom starts to reach its peak

Samsung is raising the prices of enterprise SSDs be 20-25% in Q2, with other manufacturers expected to follow suit.

TechRadar

Major Taiwan earthquake temporarily halts production at Nvidia and AMD chipmaker

The earthquake is one of the largest in Taiwan's history, leaving at least seven dead and more trapped.

PC Gamer

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Client SSD pricing to increase by up to 15% in Q2 2024, say industry analysts

There will be further double-digit NAND flash contract price increases in Q2 2024, says an industry analyst report. Client SSDs could climb up 15% before the quarter is over.

Tom’s Hardware

HBM Revenue Poised To Cross $10B as SK hynix Predicts First Double-Digit Revenue Share

Offering some rare insight into the scale of HBM memory sales – and on its growth in the face of unprecedented demand from AI accelerator vendors – the company recently disclosed that it expects HBM sales to make up "a double-digit percentage of its DRAM chip sales" this year. Which…

AnandTech

NAND production cuts result in higher SSD pricing, fueling 25% revenue growth for memory makers

The NAND flash market saw 24.5% higher revenue in Q4 than it did in Q3, signaling that demand and prices are still rising.

Tom’s Hardware

Report: Apple has 90% of lucrative 5K+ display market — could be selling hundreds of thousands Studio Display and Pro Display XDR per year

The big monitor manufacturers saw declines in shipments last year, but Apple dominates the 5K+ display market.

TechRadar

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iPhone 16 Pro just tipped for a big camera upgrade — and it's stolen from the Max

A leak from a Taiwanese company has stated that the iPhone 16 Pro series will see the same tetraprism 5x zoom lens as the iPhone 15 Pro max

Tom’s Guide

iPhone 16 Pro will likely get one of the premium iPhone 15 Pro Max features

The iPhone 16 Pro could get the 15 Pro Max's Tetraprism lens, bringing the best camera system to the smaller Pro device.

iMore

PC DRAM prices projected to rise 10% to 15% in Q1 2024 — manufacturers continue to hold back production

PC DRAM spot prices are estimated to rise 10-15% in Q1 2024, but Mobile DRAM will be hit even harder. Market uncertainty and manufacturers holding back production are to blame.

Tom’s Hardware

Mac Studio with M3 Ultra could be on the way — but the Mac Pro could miss out

Report suggests WWDC launch for souped-up mini-computer, but there’s no mention of the Mac Pro getting the same upgrade.

Tom’s Guide

The M3 Ultra could debut this year – but is Apple leaving the Mac Pro out in the cold?

A new report claims an M3 Ultra Mac Studio is coming, but there’s no mention of the Mac Pro.

TechRadar

SSD prices predicted to skyrocket throughout 2024 — TrendForce market report projects a 50% price hike

A report from TrendForce anticipates a 50% increase in NAND flash prices in the near term, which will further boost SSD prices.

Tom’s Hardware

Apple Watch Ultra just tipped with microLED display — this is huge

But the larger microLED toting wearable isn’t expected until 2026, according to a new supply-chain report.

Tom’s Guide

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Broadcasting & Cable

Smart TV Shipments Have Fallen to a Decade Low in 2023, While China's Hisense and TCL Are Running Down Market Leader Samsung (Yes, Charts)

Global smart TV shipments have declined the last five years amid decelerating consumer demand

Tom’s Guide

Samsung TV sales reportedly slowing as these two brands surge

A new market analysis suggests that Hisense and TCL TVs are gaining in popularity over major rivals, like Samsung and Sony — here's what it means for you.

AnandTech

TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10

The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce. The Top 10 foundries collectively saw their revenue soar to about $28.29 billion, marking a 7.9% increase compared to the previous quarter. Taiwan Semiconductor Manufacturing Co. (TSMC) maintained its No. 1…

Tom’s Hardware

HBM4 memory to double speeds in 2026 — 2048-bit interface to revolutionize artificial intelligence and HPC markets: Report

HBM4 to revolutionize memory market, says TrendForce.

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Tom’s Hardware

Memory maker SK hynix booms during AI frenzy — now controls 35% of the DRAM market

DRAM sales, especially for HBM, have surged on the back of the AI business frenzy, and it's been to SK Hynix's benefit.

Tom’s Hardware

Global SSD shipments fell by more than 10% last year, according to TrendForce market research data

Market researchers at TrendForce highlight a fall in global SSD shipments of over 10% in 2022, with muted expectations for 2023, as world economies continue to struggle.

Android Central

Samsung reportedly wants to produce affordable folding phones

Samsung, being the pioneer in making expensive foldable phones, now wants to make an affordable foldable handset for the masses.

iMore

12.9-inch iPad Pro tipped to be discontinued in 2024, but its replacement could be a huge upgrade

The 12.9-inch iPad Pro will reportedly be canned next year with rumors of an OLED replacement rife.

Tom’s Guide

Forget Galaxy Z Fold 6 — next year we could finally get a cheaper Samsung foldable

Analysts believe Samsung's got a cheaper foldable in the works for next year, although how cheap it'll actually be is a big question.

TechRadar

Apple may drop the best iPad from its lineup next year – at least it's got a great Black Friday deal right now

Apple may discontinue the 12.9-inch iPad Pro with mini-LED to make way for a 13-inch iPad Pro with OLED.

TechRadar

Samsung could be planning a mid-range Galaxy foldable for 2024 – here's what we want to see

Analysts are predicting that Samsung will launch a less expensive foldable phone at some point next year.

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