The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...
EU, US, Japan, Korea, Taiwan, China
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED Supply- GaN AS/P MOCVD, Wafer Sufficiency
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED Supply- GaN AS/P MOCVD, Wafer Sufficiency
This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
Recently, the Federal Reserve’s tight monetary policy has led to the failure of Silicon Valley Bank and bank runs. Although the Federal Government did intervene by monitoring and containing the disast...
TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
