Module houses continue to pile up their wafer orders. Suppliers have started raising their prices by a significant margin as a number of players suspend on quotations and provision...
Observations indicate that Samsung had officially initiated construction for its new fab in Taylor (US) since November 2022...
Across all application segments of the DRAM market, suppliers have been very aggressive in raising quotes for 4Q23 contracts mainly because Chinese smartphone brands are actively stocking up...
Contract prices for 4Q23 have been successively negotiated, where all NAND Flash products are seeing a comprehensive increase in prices under suppliers’ adamant attitude towards a markup...
It is now the middle of October, and suppliers and buyers in the contract market have reached a general consensus that prices will rise for 4Q23...
Production cuts among suppliers continue to ferment results, and contract prices for 4Q23 have started to rebound alongside the incessant price increase of wafer contracts. TrendForce’s survey indicat...
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocki...
Sellers’ adamant intention towards raising their prices has spread from wafers to all finished products with the initiation of negotiations for contract prices of 4Q23...
As September comes to an end, there are some subtle changes in market sentiment. DRAM suppliers are hoping for price increases in 4Q23...
DRAM suppliers and buyers have already begun negotiating prices for fourth-quarter contracts. With the exception of server DRAM, the consensus for most other DRAM product categories is that it is diff...
Negotiations on contract prices of various products for 4Q23 are starting to be established. Among which, enterprise SSD has yet to see a recovery in purchase dynamics among data center clients...
Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in...
Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...
Suppliers are becoming consistent towards pricing by exhibiting reluctance in sales and attempting to raise their quotations amidst negotiations alongside the seasonal stocking demand for consumer ele...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
