Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batche...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
The negotiations for 1Q23 contract prices are currently happening. In terms of enterprise SSD contract prices, suppliers have negotiated on their first edition of quotations...
Negotiations on contract prices have been slow amidst buyers’ wait-and-see sentiment on procurement, and contract prices of each product category...
TSMC hosted a ceremony at Fab18 located in the Southern Taiwan Science Park on December 29th celebrating the mass production of 3nm and expansion of P8...
Chinese foundries, seeing how stocking dynamics have been sluggish from clients...
The latest wave of sanctions (announcement of Entity List) imposed on Chinese suppliers by the US has prevented sellers from engaging active sales of wafer contracts during December...
End buyers of consumer electronics, under conservative stocking and the slight contribution from seasonal demand, have sizably improved in inventory compared to the previous quarter...
As mentioned from the Market Bulletin published by TrendForce on November 14th 2022, TSMC has six phases planned for its Fab 21 in Arizona at a respective capacity of roughly 20-30Kwspm...
An overview of the developments in the NAND Flash market during 4Q22 is as follow: Demand has fallen noticeably for enterprise SSDs as high inflation and rising interest rates constrain CapEx for comp...
Communication network is the sole demand with relatively distinctive order prospects among various end applications...
Purchase orders of the three major end products are seeing continuous revisions, where the reduction of capacity from several NAND Flash suppliers during 4Q22 has yet to alter the increment of invento...
Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...
