Research Reports

Research Reports

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Last Modified

2024-11-08

Update Frequency

Aperiodically

Format

PDF

Overview

Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...

Spotlight Report

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

2025/03/04

Wafer Foundries

PDF

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

2025/01/16

Wafer Foundries

PDF

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

2025/01/15

Wafer Foundries

PDF

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

2025/01/10

Wafer Foundries

PDF

4Q24 Foundry Diamond Datasheet

2024/12/31

Wafer Foundries

EXCEL

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

2024/12/13

Wafer Foundries

PDF

Download Report

USD $70,000

Membership

Foundry Diamond

Popular Keywords

USD $70,000

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Overview

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

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

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $70,000

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Overview

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

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

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Get in touch with us