Research Reports


Semiconductors


Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

2022/02/15

MLCC

 PDF

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

2022/02/15

Wafer Foundries

 PDF

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

2022/02/15

Wafer Foundries

 PDF

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

2022/02/15

DRAM , AI Server/HBM/Server

 PDF

Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

Decline in Both Shipments and Quotes Caused Global DRAM Revenue to Drop by Around 6% QoQ for 4Q21

2022/02/15

DRAM

 PDF

Global market intelligence firm TrendForce reports that in 4Q21, manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain...

UMC’s Subsidiary Foundry in Suzhou Gradually Suspends Operation Due to a Suspected COVID-19 Infection; Initial Assessment Indicates Impact of Incident Is Manageable

2022/02/14

Wafer Foundries

 PDF

Global market intelligence firm TrendForce reports that UMC’s subsidiary foundry HJTC, which is located in the Chinese city of Suzhou, has entered phased shutdown and temporary suspension...

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 2

2022/02/11

NAND Flash

 PDF

Continuing from Vol. 1 published by TrendForce yesterday (February 9th), WDC and Kioxia had released a report on the same day pointing out that the NAND Flash production lines from the joint ventures of the two companies at Yokkaichi and Kitakami had suffered a material contamination...

MLCC Market Bulletin_20220211

2022/02/11

MLCC

 PDF

To make sure the Winter Olympics Games goes off without a hitch, the Chinese government tightened control over the pandemic during the Chinese New Year holiday...

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 1

2022/02/10

NAND Flash

 PDF

Western Digital Corp. (WDC) announced on February 9 that some of its NAND Flash production lines that it is operating with joint venture partner Kioxia in Yokkaichi and Kitakami suffered a contamination of a certain production-related material...

DRAM Market Bulletin_20220209

2022/02/09

DRAM

 PDF

The Lunar New Year has passed, and the prices for the 1Q22 PC DRAM contracts have been mostly arranged. The average contract price of the mainstream PC DRAM modules has come to...

Get in touch with us