NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM,...
Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues&...
Regarding changes to orders and capacity utilization of TSMC for 2H25, advanced nodes, including 3nm and 5/4nm...
Wafer prices began rising since March this year, with mainstream large-capacity wafers having accumulated an approximate increase of 19% within two months...
Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...
"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO ch...
TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...
As indicated by the survey of global market intelligence firm TrendForce, production cuts initiated by suppliers since the end of last year have generated further results this month...
Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...
Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...
As indicated by the survey of global market intelligence firm TrendForce, the NAND Flash wafer market saw a comprehensive price...
Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...
TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...
