TSMC held its 1Q22 earnings call on April 14. In 1Q22, revenue grew by 11.6% QoQ to US$17.57bn and gross profit margin reached 55.6%...
Even though it is now the second half of April, not many quarterly contracts have been finalized. PC OEMs on the whole are now holding more than...
The latest wave of coronavirus outbreaks in multiple regions of China has prompted the adoption of strict lockdown measures...
Back-and-forth negotiations over 2Q22 contracts continue due to the recent weakening of the demand for PCs and smartphones...
An increase of 10-15% is seen from most client SSD quotations by suppliers, who, however, have started to...
NVIDIA re-adopted a dual foundry strategy in 2020 for its Ampere micro-architecture, placing orders with both TSMC and Samsung simultaneously to ensure sufficient capacity...
It is now the first week of April. Due the recent weakening of consumer demand, the general consensus in the DRAM market is that contract prices will keep falling...
Suppliers have now established a consensus towards an inflation for 2Q22 contract prices despite impact from the previous material contamination at Kioxia/WDC...
Regarding potential interruption of semiconductor raw material supply caused by the Ukrainian-Russian war, according to TrendForce research...
Contract prices of PC DRAM products have been mostly flat in March. Currently, DRAM suppliers are commencing discussions with their customers about prices for 2Q22 contracts...
It is currently the negotiation period for 2Q22 contract prices, and various suppliers have established an inflation tendency due to the material contamination incident at Kioxia/WDC...
As forecasted earlier by TrendForce, contract prices of server DRAM products have shown a small drop in March...
Conforming to the previous forecast of TrendForce, a price increment has been seen in enterprise and client SSD this month due to the lingering effect from the preceding contamination incident...
EU, US, Japan, Korea, Taiwan, China
Recently, the focus of Samsung foundry has been on the development and capacity expansion of advanced nodes below 7nm...
