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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 ...
Insights
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...
Insights
[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...
Insights
[Chip War] U.S. Department of Commerce Again Imposes Restrictions on China, Expanding Scope of Sanctions from Logic ICs to Memory Sector, Says TrendForce
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...
Press Releases
Annual DRAM Revenue for 2022 Expected to Reach US$91.5 Billion, with Prices Likely to Rally in 2H22, Says TrendForce
Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations. This shift can primarily be attributed to the fact that, not only are most buy...
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