Research Reports

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

2020/09/22

NAND Flash

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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

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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

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

NAND Flash Market Bulletin_20200916

2020/09/16

NAND Flash

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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

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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

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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

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

NAND Flash Market Bulletin_20200909

2020/09/09

NAND Flash

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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

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

2020/09/08

DRAM

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