Research Reports


Semiconductors


DRAM Market Bulletin_20200930

2020/09/30

DRAM

 PDF

Negotiations over 4Q20 contracts have now entered a critical phase. DRAM suppliers and their customers are noticeably apart on prices...

NAND Flash Market Bulletin_20200930

2020/09/30

NAND Flash

 PDF

It is currently the crucial period for the negotiation of 4Q20 contract prices, which will remain on the...

Updates on Foundry Market Dynamics_20200928

2020/09/28

Wafer Foundries

 PDF

According to a September 4 report by Reuters, the U.S. Commerce Department has been planning to include SMIC in the Entity List...

Overall DRAM ASP Is Projected to Drop Further but the Size of Decline Will Shrink Considerably in 1Q21

2020/09/24

DRAM , AI Server/HBM/Server , Smartphones

 PDF

Global market intelligence firm TrendForce says that negotiations pertaining to 4Q20 contracts for DRAM products have now entered a critical phase...

Overall DRAM ASP Is Projected to Drop Further but the Size of Decline Will Shrink Considerably in 1Q21

2020/09/24

DRAM , AI Server/HBM/Server , Smartphones

 PDF

Global market intelligence firm TrendForce says that negotiations pertaining to 4Q20 contracts for DRAM products have now entered a critical phase...

DRAM Market Bulletin_20200923

2020/09/23

DRAM

 PDF

Since suppliers and buyers are focusing on prices for the next quarterly deals, TrendForce has not changed its view from the previous week and maintains that server DRAM...

NAND Flash Market Bulletin_20200923

2020/09/23

NAND Flash

 PDF

The quotations for the contract prices of NAND Flash wafer from the supply end are becoming gradually conservative this month due to...

Huawei’s Stocking Lowers Inventory for Suppliers, and Prompts a Contracted Drop for eMMC and UFS in Short Term

2020/09/22

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the new sanction on Huawei has forced the company to elevate its inventory level expeditiously...

Foundry Market Bulletin_20200921

2020/09/21

Wafer Foundries

 PDF

Samsung is continuing to reallocate the production capacity at its Line 13 from DRAM to CIS, with about 20K/M CIS capacity expected to be added by the end of 2020...

DRAM Market Bulletin_20200916

2020/09/16

DRAM

 PDF

As mentioned in the previous edition of the Market Bulletin, suppliers and buyers are mostly focusing their attention on the next quarterly deals...

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