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The COVID-19 epidemic in Malaysia intensified again in July, with the daily number of newly confirmed cases rising above 7,000 people, forcing the Malaysian government to enforce an emergency EMCO on 8 districts in Selangor and 14 localities in Kuala Lumpur July 2nd, which will last two weeks from July 3rd to July 16th and order all factories in restricted areas to close and prohibit workers from entering during this time...
The Washington Post reported that two US congressional representatives have sent an urgent letter to the US Commerce Department calling for the inclusion of YMTC on the List of Export Control Entities...
Quarterly contracts for PC DRAM products have been finalized in succession this week. In the case of the mainstream DDR4 8GB PC DRAM modules...
Clients have turned aggressive having entered the epilogue for the quarterly negotiation in order to satisfy shipment demand as growth...
Regarding Samsung’s fab construction plans, the company is currently intending to build a new fab dedicated to advanced process technologies next to its Line S2 fab in Austin...
According to global market intelligence firm TrendForce, TSMC, nine months after announcing the fab expansion in the US during May 2020, had once again announced in February 2021...
As the number of confirmed cases remains high, the Malaysian government has extended the Movement Control Order (MCO 3.0) on June 27. The government will make rolling changes based on three indicators, including the number of confirmed cases, the utilization rate of ICUs, and the national vaccination rate, throughout the four-phase policy...
Suppliers and clients are now negotiating over 3Q21 contracts. Generally, both sides have yet to reach a consensus on prices...
Suppliers are currently negotiating with the purchase end regarding 3Q21 prices. TrendForce anticipates enterprise SSD to serve as the primary inflation dynamic for contract prices...
It is now near the end of 2Q21, and DRAM buyers have made additional small-volume procurement based on the prices for June and begun negotiations for 3Q21 contracts...
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