Research Reports


Semiconductors Research Reports


Foundry Market Bulletin_20201019

2020/10/19

Wafer Foundries

 PDF

TSMC held its 3Q20 earnings conference on October 15. As indicated in the conference...

DRAM Market Bulletin_20201014

2020/10/14

DRAM

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Negotiations over 4Q20 contracts are still in the critical phase. Transactions involving PC DRAM products are showing a QoQ price...

NAND Flash Market Bulletin_20201014

2020/10/14

NAND Flash

 PDF

The quarterly negotiation for 4Q20 is drawing to a close. The supply end had experience alleviated inventory pressure due to the dynamics of inventory pull prior to the sanction on Huawei...

Foundry Market Bulletin_20201005

2020/10/05

Wafer Foundries

 PDF

Samsung is currently mass producing Nvidia’s RTX 3000 series of graphics cards and Qualcomm’s Snapdragon 6350 chips at its 8/10nm production lines...

SMIC to Be Put on Entity List per Reliable Sources; Global Semiconductor Supply Chain Braces for Shockwaves

2020/09/30

Wafer Foundries

 PDF

As commented by global market intelligence firm TrendForce, Reuters had covered on September 4th that the federal government of the US has been considering to include SMIC...

Specialty DRAM Price Sep. 2020

2020/09/30

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, Huawei’s amplified purchase intensity due to the reinforced sanction imposed on the company by the federal government of the US...

Server DIMM Price Sep. 2020

2020/09/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by global market intelligence firm TrendForce, the pressure in inventory reduction for Server DRAM persists for CSPs and OEMs...

NAND Flash Wafer Contract Price Sep. 2020

2020/09/30

NAND Flash

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TrendForce’s latest survey of the NAND Flash market finds that the August 17 announcement of the new export control rules targeting Huawei caused a short-term demand surge...

NAND Flash Contract Price Sep. 2020

2020/09/30

NAND Flash

 PDF

Market intelligence firm TrendForce reports that the temporary demand surge resulting from the latest sanctions against Huawei benefited prices of NAND Flash chips in September...

DRAM Contract Price Sep. 2020

2020/09/30

DRAM

 PDF

As reported by TrendForce in the previous update on DRAM contract prices, negotiations over PC DRAM prices are still mostly...

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