Insights
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...
In-Depth Analyses
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND Flash is expected to fall between 8~13%. On the other ...
Insights
Amid a prolonged market downturn and persistent weakness in end demand, the world's top three memory chipmakers - Samsung, SK Hynix, and Micron - have implemented production cuts in an effort to control the continuing decline in memory prices through supply management. Recently, news emerged in the ...
Insights
On October 7, 2022, the U.S. government imposed export regulations restricting China’s access to semiconductor technology. In particular, the sanctions pertained to manufacturing equipment required in the production of 16nm/14nm or more advanced logic chips (FinFet, GAAFET), 18nm or more advanced ...
Insights
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...