Supply Constraints

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

News agencies around the world are reporting that Russia has recently deployed around 100,000 troops near its border with Ukraine and is now conducting military exercises in Belarus...

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 2

Continuing from Vol. 1 published by TrendForce yesterday (February 9th), WDC and Kioxia had released a report on the same day pointing out that the NAND Flash production lines from the joint ventures...

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 1

Western Digital Corp. (WDC) announced on February 9 that some of its NAND Flash production lines that it is operating with joint venture partner Kioxia in Yokkaichi and Kitakami suffered a contaminati...

As Pandemic Resurges, Certain Productions Lines Suspended at Murata Fukui Takefu but Yet to Affect Production or Shipping

The allocation of Murata's primary production hubs and production capacity is as follows...

Events at Start of 2022 Have Boosted DRAM Market, and Changes in Buyers’ Expectations Will Moderate QoQ Declines in DRAM Prices for 2Q22

According to TrendForce’s survey of the DRAM market, quotes for DRAM products began a gradual descent in 4Q21 on account of several factors...

Fire at ASML’s Plant on Jan. 3 Could Affect Supply of Optical Components for Photolithography Systems; Further Observations Needed to Gauge Impact of This Event

A fire broke out in a section of ASML’s manufacturing plant in the German city of Berlin on January 3, 2022...

Latest Assessment of Jan. 3 Earthquake in Taiwan Finds No Significant Impact on Local DRAM and Foundry Fabs

An earthquake that was around 6 in the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022. TrendForce’s Department of Semiconductor Research has immediately be...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 1

According to the latest market analysis by global market intelligence firm TrendForce, the global foundry industry has been experiencing capacity crunch for almost two years due to various factors inc...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 1

According to the latest market analysis by global market intelligence firm TrendForce, the global foundry industry has been experiencing capacity crunch for almost two years due to various factors inc...

Demand Retreats to PCIe 3.0 SSD as Intel Lacks Volume for New Platforms amidst NB Shipment Growth

As indicated by the survey of global market intelligence firm TrendForce, the constrained capacity of wafers that lasted an entire year has resulted in bottlenecks in production among PC brands...

Lockdown of Xi’an Is Not Expected to Affect Samsung’s NAND Flash Production but May Impact Logistics

Global market intelligence firm TrendForce reports that the Chinese city of Xi’an has suffered an outbreak of the Delta variant of COVID-19 recently, and the number of confirmed cases of infection wit...