Research Reports

NAND Flash Market Bulletin_20200916

2020/09/16

NAND Flash

 PDF

Pertaining to the contract prices for NAND Flash wafer in September, Huawei’s elevated stocking has generated an inventory level for suppliers that is...

Proposed US Sanction on SMIC Could Heavily Impact Development of China’s Semiconductor Industry

2020/09/10

Wafer Foundries

 PDF

Reuters and the Wall Street Journal have lately reported that the US government is now considering placing major Chinese semiconductor foundry SMIC on the Entity List due to the company’s alleged ties with the Chinese military...

Server DRAM Prices Will Show Larger QoQ Drop for 4Q20 as Rise in Huawei’s Demand Fails to Halt the Decline

2020/09/09

DRAM , AI Server/HBM/Server

 PDF

According to the latest reporting from market intelligence firm TrendForce, contract prices of server DRAM products, which account for more than...

DRAM Market Bulletin_20200909

2020/09/09

DRAM

 PDF

Contract prices of DRAM products could register marginal MoM drops for September as price...

NAND Flash Market Bulletin_20200909

2020/09/09

NAND Flash

 PDF

The contract prices for this month may lack stocking dynamics due to the inventory level from module makers that remains higher than 8 weeks...

29. Display Driver IC Supply Chain and Market Status_3Q20

2020/09/08

IC Design , LCD , Upstream Components , Panel Industry , Display Supply Chain , Display Technologies +3

 PDF

TSMC Gradually Raises 5nm Capacity as CUR for the Node Will Not Recover Until 2Q21 Due to Limited Clients

2020/09/08

DRAM

 PDF

The latest analysis of the semiconductor foundry industry by market intelligence firm TrendForce finds that TSMC’s 5nm node formally entered mass production in...

4Q20 Server Production Stays Stagnant, with Dynamics Reappearing from Increasing New Intel Platform in 2021

2020/09/08

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, ODMs had an inventory of server barebone that exceeded the anticipated amount in 3Q20...

Foundry Market Bulletin_20200907

2020/09/07

Wafer Foundries

 PDF

3nm process technology: the P4-P6 plants in TSMC’s Fab 18, located in Tainan, are currently under construction...

Huawei’s Early Inventory Pull Fails to Alter Price Drop of Enterprise SSD under Incessant Demand Depletion

2020/09/03

NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the global spreading of the COVID-19 pandemic during 2Q20 that propelled the demand for cloud services...