Subject


Semiconductors


2022-11-14

Scale of Global Market for ABF Substrates Will Grow at a CAGR of 16.4% in 2022~2026 Period; US Export Restrictions Will Influence Supply-Demand Dynamics of This Material

Shipments of CPUs, GPUs, and chipsets have been falling due to the weakening demand for PCs, gaming devices, and cryptocurrency mining machines. This recent development has also constrained the growth of the market for ABF substrates. Currently, the demand situation for this material is exhibiting s...

2022-11-09

4Q22 DRAM contract price drop expanded to 18~23%, also spot market has no luck to escape from the recession

According to TrendForce, prices for 4Q22 contracts were mostly finalized in October in contract market. The QoQ decline in the overall DRAM ASP has now reached 18~23%. This discrepancy is due to the fact that Samsung maintains a rather aggressive approach for pricing. Regarding 1Q23, TrendForce has ...

2022-11-04

If U.S. Intensifies Sanctions, Yangtze Memory’s Efforts at Tech Catch Up may Fizzle

According to a Financial Times report on October 24, 2022, as the U.S. Department of Commerce moves to restrict U.S. personnel from supporting semiconductor manufacturing "facilities" located in China to develop or produce chips without Department approval, Yangtze Memory Technologies Co., Ltd. (YMT...

2022-10-18

Driven by international IC design houses, global IC design market to grow by 14.4% in 2022

Market conditions in 2022 are chaotic and demand for chips fluctuate according to application. However, the IC design industry is driven by major manufacturers and the sales performance of high-end product portfolios such as data center, server, networking, industrial computing, automotive, and high...

2022-10-17

[Chip War] A heavy handed approach to blockading China’s semiconductor development, understanding the impact of the US chip ban

The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...

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