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Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact
Last Modified
2025-04-17
Update Frequency
Aperiodically
Format
Overview
According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...
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Spotlight Report
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DRAM Monthly Datasheet Apr. 2025
2025/04/14
Semiconductors
EXCEL
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NAND Flash Monthly Datasheet Apr. 2025
2025/04/14
Semiconductors
EXCEL
-
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
2025/03/18
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PDF
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DRAM Contract Price Mar. 2025
2025/03/31
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PDF
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Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward
2025/04/07
Semiconductors
PDF
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Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25
2025/04/16
Semiconductors
PDF