Research Reports
Foundry Market Bulletin_20231016
Last Modified
2023-10-16
Update Frequency
Biweekly
Format
Overview
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocking of new iPhones and the ramp up of new HPC products in 2H23...
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Spotlight Report
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DRAM Monthly Datasheet Nov. 2024
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NAND Flash Monthly Datasheet Nov. 2024
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EXCEL
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Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
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Semiconductors
PDF
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DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production
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CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand
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Semiconductors
PDF
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DRAM Contract Price Sep. 2024
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PDF