Research Reports


Semiconductors


DRAM Market Bulletin_20201021

2020/10/21

DRAM

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Negotiations over PC DRAM contracts for 4Q20 are mostly finalized. The average contract price of 8GB PC DRAM modules has come to...

NAND Flash Market Bulletin_20201021

2020/10/21

NAND Flash

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The market is currently in the midst of negotiation for 4Q20, though the trend of SSD contract prices has been predominantly set...

[Update] SK Hynix Plans to Acquire 3D NAND Production Capacity and Relevant Technology of Intel’s Dalian Fab

2020/10/20

NAND Flash

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SK Hynix has announced today (20th) that it will be acquiring Intel’s Fab68 in Dalian for US$9 billion...

Foundry Market Bulletin_20201019

2020/10/19

Wafer Foundries

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TSMC held its 3Q20 earnings conference on October 15. As indicated in the conference...

DRAM Market Bulletin_20201014

2020/10/14

DRAM

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Negotiations over 4Q20 contracts are still in the critical phase. Transactions involving PC DRAM products are showing a QoQ price...

NAND Flash Market Bulletin_20201014

2020/10/14

NAND Flash

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The quarterly negotiation for 4Q20 is drawing to a close. The supply end had experience alleviated inventory pressure due to the dynamics of inventory pull prior to the sanction on Huawei...

Foundry Market Bulletin_20201005

2020/10/05

Wafer Foundries

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Samsung is currently mass producing Nvidia’s RTX 3000 series of graphics cards and Qualcomm’s Snapdragon 6350 chips at its 8/10nm production lines...

SMIC to Be Put on Entity List per Reliable Sources; Global Semiconductor Supply Chain Braces for Shockwaves

2020/09/30

Wafer Foundries

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As commented by global market intelligence firm TrendForce, Reuters had covered on September 4th that the federal government of the US has been considering to include SMIC...

Specialty DRAM Price Sep. 2020

2020/09/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, Huawei’s amplified purchase intensity due to the reinforced sanction imposed on the company by the federal government of the US...

Server DIMM Price Sep. 2020

2020/09/30

DRAM , AI Server/HBM/Server

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As indicated by global market intelligence firm TrendForce, the pressure in inventory reduction for Server DRAM persists for CSPs and OEMs...

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