ASP

Foundry Market Bulletin_20240318

An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...

NAND Flash Industry Analysis－1Q24

The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...

Foundry Market Bulletin_20240304

Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...

07.Monthly Panel Price Forecast Feb_24

Monthly Street Price Book Feb_2024

DRAM Revenue Rose by Nearly 30% for 4Q23 Thanks to Rebounding Procurement Demand and a Rally in Overall ASP

Global market intelligence firm TrendForce reports that global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23...

CRS_Monthly Branded Monitor Shipment Tracker_Feb24_TPV

Downstream Monitor Brand Shipment Tracker_Feb24

Foundry Market Bulletin_20240219

TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...

07.Monthly Panel Price Forecast Jan_24

Monthly Street Price Book Jan_2024

PC-Client OEM SSD Contract Price 1Q24

Global market intelligence firm TrendForce reported that with contract prices of NAND Flash products rebounding since 4Q23, NB brands (PC OEMs) began to release more SSD...

CRS_Monthly Branded Monitor Shipment Tracker_Jan24_TPV

Downstream Monitor Brand Shipment Tracker_Jan24

Foundry Market Bulletin_20240122

In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...