Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the latest export control rules issued by the US Department of Commerce came into effect...
Besides the mainstream product segments of the DRAM market, DRAMeXchange’s research now encompasses specialty (consumer) DRAM products as well. Analyses in this area pertain to product development plans and production outputs of suppliers, price trends, etc.
Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, DRAMeXchange offers analysis of their potential impact on the market from various aspects.