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2023-05-18

YMTC Raises NAND Flash Prices with the Expect of Wafer Prices to Rebound in 2H23

YMTC has officially notified a 3~5% price increase for NAND Flash in mid-May. However, the initial impact of the price hike is expected to be felt in the enterprise market, and it may take some time to reflect in the consumer spot market. The semiconductor industry is in the midst of a correction...

2023-05-17

DDR5 Spot Prices Rise, Other Memory Products Continue to Decline

According to the weekly memory spot price trends released by TrendForce, apart from a slight increase in the price of DDR5 chips due to shortages, the spot prices of other memory products continue to decline. The detailed situation is as follows: DRAM Spot Market Spot prices of DDR5 chips have...

2023-05-16

Competitors Turn Partners: Exploring Tesla and BYD’s Collaboration

Tesla, the world's leading electric vehicle (EV) manufacturer, has announced its collaboration with BYD, a leading player in the EV and battery industry. The partnership involves Tesla incorporating BYD's lithium iron phosphate (LFP) blade batteries into the rear-wheel-drive entry-level version of t...

2023-05-12

CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business

Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of Chinese and non-Chinese suppliers, with Taiwan...

2023-05-12

Upstream Material And Component Price Reductions Have Led To A Decline In Module Prices And A Significant Recovery In Cell Profitability

After the Chinese holidays, solar-related materials continued to decline, with the exception of module prices which remained nearly flat. Prices for other materials such as cells, wafers, and polysilicon all decreased. Polysilico Polysilicon prices have continued to decline since the Labor Day...

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