TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...
Trading activities have been scarce in the DRAM contract market for the past week, and the lack of transactions has been especially noticeable in the server DRAM and mobile DRAM segments...
Various product categories have seen a price surge of 23-28% in 1Q24 due to suppliers’ intention in drastically lowering their losses...
The DRAM market is gradually recovering, and growth is especially noticeable in the application segments related to consumer electronics...
Continuing from updates of previous bulletins, 3D wafers had largely subsided in increment during January, and saw a mere increase from US$3.3 to US$3.5 under signs of weakened dynamics...
Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...
3D wafer prices have slightly subsided after several months of strong increases, though finished products such as SSD have become the major source of increment for 1Q24...
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...
For the demand end, notebook and smartphone clients are continuing with their stocking dynamics from 4Q23 in order to pile up low-priced inventory...
Following up on the projection made in last week, TrendForce’s latest survey currently finds no completed contract transaction...
Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...
Regarding contract prices of NAND Flash for 1Q24, there have been successive conclusions for SSD at an average QoQ growth of more than 20%...
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...
