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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

Last Modified

2024-12-03

Update Frequency

Aperiodically

Format

PDF

Overview

According to the latest investigation by global market intelligence firm TrendForce, following the adjustments to the “Implementation of Additional Export Controls” clause on March 29...

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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

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

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 Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

Foundry DiamondRelated Reports

4Q24 Foundry Diamond Datasheet

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

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

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

Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Global Foundry Revenue Will Again Show YoY Growth of 20% in 2025 Due to End of Inventory Correction Cycle and Deployment of AI Computing Hardware

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

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 Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

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