Research Reports


Semiconductors


SK hynix 1Xnm Defects Proven to be a Misrepresentation After Clarification

2021/06/08

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm, a rumor has been derived in the market since the morning of June 8th regarding how the products of SK hynix have exhibited significant defects...

MLCC Market Bulletin_20210607

2021/06/07

MLCC

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Following news leaked from China’s smartphone market of dwindling sales for e-commerce platforms since May 1st, MLCC channel agents have also received notices from the top three Chinese brands (Oppo, Vivo and Xiaomi) ...

Trading of Graphics DRAM Products Shows Slacking Spot Prices, but Contract Prices Remain Strong

2021/06/07

DRAM

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The latest research by global market intelligence firm TrendForce finds notable divergence between spot and contract prices of graphics DRAM products...

Cluster Infection at KYEC May Impact Smartphone Chipset Supply

2021/06/07

Wafer Foundries , Smartphones

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As indicated by the survey of global market intelligence firm TrendForce, the recent cluster infection of coronavirus at the Zhunan fab of global backend testing leader KYEC in Miaoli continues to enlarge...

Cluster Infection at KYEC May Impact Smartphone Chipset Supply

2021/06/07

Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the recent cluster infection of coronavirus at the Zhunan fab of global backend testing leader KYEC in Miaoli continues to enlarge...

Memory Prices Will Continue to Rise in 3Q21 as Suppliers Keep a Low Level of Inventory

2021/06/02

DRAM , NAND Flash

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The latest research by global market intelligence firm TrendForce finds that memory suppliers are holding a relatively low level of inventory because of energetic stock-up activities of clients across different application segments during this first half of 2021...

DRAM Market Bulletin_20210602

2021/06/02

DRAM

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Clients in different application segments did not release noticeable amounts of upside demand in May...

NAND Flash Market Bulletin_20210602

2021/06/02

NAND Flash

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The Chia cryptocurrency issued in mid-April that stimulated an increase in the demand for large density SSD has countervailed the sluggish stocking dynamics derived from the previous shortage in VGA cards...

Malaysia's MCO 3.0 Will Not Affect OSAT Lines but Could Again Trigger Component Shortages

2021/06/01

Wafer Foundries

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The Government of Malaysia has announced the extension of the Movement Control Order (MCO) 3.0 by two more weeks to June 14th in the face of the daily diagnosed cases now exceeding 9000...

Mobile DRAM Industry Analysis-2Q21

2021/06/01

DRAM , Smartphones

 PDF

With the arrivals of different COVID-19 vaccines, the annual global smartphone production is forecasted to return to the pre-pandemic level of above 1.3 billion units for 2021...

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