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Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

Last Modified

2024-06-17

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Aperiodically

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Overview

According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...

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Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

Overview

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NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

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IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Download Report

USD $70,000

Membership

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DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

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Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

Overview

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

Foundry DiamondRelated Reports

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

4Q24 Foundry Diamond Datasheet

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

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