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4Q22 DRAM contract price drop expanded to 18~23%, also spot market has no luck to escape from the recession
According to TrendForce, prices for 4Q22 contracts were mostly finalized in October in contract market. The QoQ decline in the overall DRAM ASP has now reached 18~23%. This discrepancy is due to the fact that Samsung maintains a rather aggressive approach for pricing. Regarding 1Q23, TrendForce has ...
Insights
[Chip War] A heavy handed approach to blockading China’s semiconductor development, understanding the impact of the US chip ban
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...
Press Releases
[Chip War] US Department of Commerce Strengthens Restrictions on China, Future Chinese Server Demand May Face Negative Growth, Says TrendForce
Current U.S. sanctions on China have extended their reach to strike at HPC and sectors such as aerospace, automotive market, and military industry. TrendForce indicates, the market for high-end computing chips (including CPU, GPU, etc.) has borne the brunt of these restrictions at this stage, whi...
Insights
[Chip War] U.S. Department of Commerce Again Imposes Restrictions on China, Expanding Scope of Sanctions from Logic ICs to Memory Sector, Says TrendForce
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...
Press Releases
[Russia-Ukraine] Pincered by Russian-Ukrainian War and Inflation, DRAM Price Drop Forecast to Continue in 2Q22 by 0-5%, Says TrendForce
According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smartphones being influenced in the short-term by the Russian-Ukrainian war ...
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