Research Reports


Semiconductors


Enterprise SSD Contract Price 3Q21

2021/07/22

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the amplified shipment volume of Intel Ice Lake and AMD Milan has stimulated a growth in server shipment for two consecutive quarters...

DRAM Market Bulletin_20210721

2021/07/21

DRAM

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The latest progress in contract negotiations reveals a certain degree of consensus on PC DRAM prices, but DRAM suppliers are still haggling with clients in the server DRAM and mobile DRAM segments...

NAND Flash Market Bulletin_20210721

2021/07/21

NAND Flash

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Most of the 3Q21 contract prices have been negotiated. As observed by TrendForce, the overall degree of inflation did not deviate from the initial expectation, and the majority of the products are still in a short supply status...

MLCC Market Bulletin_20210715

2021/07/15

MLCC

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The COVID-19 epidemic in Malaysia intensified again in July, with the daily number of newly confirmed cases rising above 7,000 people, forcing the Malaysian government to enforce an emergency EMCO on 8 districts in Selangor and 14 localities in Kuala Lumpur July 2nd, which will last two weeks from July 3rd to July 16th and order all factories in restricted areas to close and prohibit workers from entering during this time...

YMTC’s Capacity Plan Could Be Impacted If US House Representatives’ Request to Sanction Company for PLA Ties Is Granted

2021/07/14

NAND Flash

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The Washington Post reported that two US congressional representatives have sent an urgent letter to the US Commerce Department calling for the inclusion of YMTC on the List of Export Control Entities...

DRAM Market Bulletin_20210714

2021/07/14

DRAM

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Quarterly contracts for PC DRAM products have been finalized in succession this week. In the case of the mainstream DDR4 8GB PC DRAM modules...

NAND Flash Market Bulletin_20210714

2021/07/14

NAND Flash

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Clients have turned aggressive having entered the epilogue for the quarterly negotiation in order to satisfy shipment demand as growth...

Foundry Market Bulletin_20210712

2021/07/12

Wafer Foundries

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Regarding Samsung’s fab construction plans, the company is currently intending to build a new fab dedicated to advanced process technologies next to its Line S2 fab in Austin...

Japan Becomes New Frontline Base in Packaging and Material R&D for TSMC’s Global Strategic Deployment

2021/07/09

Wafer Foundries

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According to global market intelligence firm TrendForce, TSMC, nine months after announcing the fab expansion in the US during May 2020, had once again announced in February 2021...

MLCC Market Bulletin_20210707

2021/07/07

MLCC

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As the number of confirmed cases remains high, the Malaysian government has extended the Movement Control Order (MCO 3.0) on June 27. The government will make rolling changes based on three indicators, including the number of confirmed cases, the utilization rate of ICUs, and the national vaccination rate, throughout the four-phase policy...

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