Research Reports

Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs

2020/10/26

DRAM , NAND Flash , Smartphones

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Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the latest export control rules issued by the US Department of Commerce came into effect...

DRAM Market Bulletin_20201021

2020/10/21

DRAM

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Negotiations over PC DRAM contracts for 4Q20 are mostly finalized. The average contract price of 8GB PC DRAM modules has come to...

DRAM Market Bulletin_20201014

2020/10/14

DRAM

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Negotiations over 4Q20 contracts are still in the critical phase. Transactions involving PC DRAM products are showing a QoQ price...

China's Semiconductor Development Report－2H20

2020/10/07

DRAM , NAND Flash

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Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, DRAMeXchange offers analysis of their potential impact on the market from various aspects.

Specialty DRAM Price Sep. 2020

2020/09/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, Huawei’s amplified purchase intensity due to the reinforced sanction imposed on the company by the federal government of the US...