Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
DRAM prices are surging across contract and spot markets due to severe supply constraints. Capital expenditure shifts to advanced products, limiting traditional bit growth.
NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
Major suppliers are expanding HBM capacity, with 2025 shipments revised upward. SK hynix leads with 150K TSV capacity, while Micron ramps up its Taiwan facilities. By 2026, all three will begin HBM4 m...
The latest Foundry Newsletter reports analyzes the global foundry market, noting demand-supply dynamics, yield issues across fabs, and shifting supply chains amid uncertainty.
Strong enterprise SSD demand and supplier stock retention are fueling NAND Flash price surges. Severe supply-demand imbalance forecasts persistent shortages into H1 2026.
Micron's capacity shift to high-margin products sharply boosted its quotes by limiting standard DRAM supply. SK hynix saw a milder rise. The spot market price increased due to strong demand a...
AI's rise shifts storage from HDD to SSD, boosting NAND Flash contract and spot prices. Strong QLC and TLC demand forecasts structural growth for AI-related SSDs, making NAND Flash central to AI...
Contract DRAM prices are expected to surge significantly, with Micron leading. Spot market sellers are holding back due to strong outlook, causing DDR4 scarcity and DDR5 price hikes. AI's evo...
Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partner...
The NAND Flash market is robust, driven by enterprise SSD and AI demand, pushing up contract and spot prices. Micron, leveraging QLC technology and data center SSDs, has successfully transformed and a...
The DRAM market is robust, with prices surging across contract and spot sectors, firmly establishing a seller-driven environment due to tightening supply. Micron's AI-driven performance and HBM l...
Deep UV LED includes UV-B LED and UV-C LED, and that various applications have constantly emerged. The report “2025 Deep UV LED Market Trend and Product Analysis” explores the market value, product sp...
Deep UV LED includes UV-B LED and UV-C LED, and that various applications have constantly emerged. The report “2025 Deep UV LED Market Trend and Product Analysis” explores the market value, product sp...
Tight DRAM supply fuels rising contract/spot prices. Low supplier inventory driven by strong US CSP demand. Client stock levels vary, but continued price hikes are expected.
