Contract transactions have been sluggish and slow in progress, where sellers are now gradually seeking for sales through active price offerings...
Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...
An overview of the developments in the NAND Flash market during 3Q22 is as follow: There have been significant downward corrections to the annual global production figures for smartphones and NBs...
Buyers, under the sluggish demand, are reluctant in negotiations, and are avoiding transactions and inventory increment outside of urgent orders...
Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...
Transactions from the contract market are generally concluded on a low volume basis and an order-upon-demand approach this quarter...
3Q22 contract prices for eMMC, UFS, and enterprise SSD were successively concluded in negotiation at the end of July...
In the context of the U.S. CHIPS Act passing, Samsung announced on 7/22 that it intends to invest US$200bn in the next 20 years to build 11 new fabs in Texas...
An observation on the negotiation for this month’s NAND Flash wafer contract prices indicates that market participants have been restrained by...
The price negotiation between market participants has yet to yield any periodic results amidst a persistently sluggish process...
TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...
Market participants are carrying on with price negotiations, though a number of buyers, having seen the prolongation of the appalling demand...
Global market intelligence firm TrendForce reports that the oversupply situation in the NAND Flash market during this second half of the year has gotten more severe...
Having entered the negotiation period for 3Q22 contract prices, the first version of quotations has yet to be offered...
