Research Reports

Research Reports

Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure

Last Modified

2023-12-11

Update Frequency

Aperiodically

Format

PDF

Overview

Global market intelligence firm TrendForce reports that supply chains have been noticeably affected by a series of geopolitical events, trade disputes, and disasters over the past several years...

Spotlight Report

DRAM Monthly Datasheet Jul. 2024

2024/07/15

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Jul. 2024

2024/07/15

Semiconductors

EXCEL
DRAM Contract Price Apr. 2024 (update)

2024/04/30

Semiconductors

PDF
DRAM Industry Analysis－2Q24

2024/06/04

Semiconductors

PDF
Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

Semiconductors

PDF
With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024/05/13

Semiconductors

PDF

Foundry DiamondRelated Reports

New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions

2024/07/09

Wafer Foundries

PDF

2Q24 Foundry Diamond Datasheet

2024/06/28

Wafer Foundries

EXCEL

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM

PDF

Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

2024/06/17

Wafer Foundries

PDF

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics

2024/06/05

Wafer Foundries

PDF

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue amidst Sporadic Inventory Refill except Éclat of AI Servers

2024/06/05

Wafer Foundries

PDF

Download Report

USD $70,000

Membership

Foundry Diamond

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

USD $70,000

Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure

Overview

Spotlight Report

DRAM Monthly Datasheet Jul. 2024

NAND Flash Monthly Datasheet Jul. 2024

DRAM Contract Price Apr. 2024 (update)

DRAM Industry Analysis－2Q24

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

Foundry DiamondRelated Reports

New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions

2Q24 Foundry Diamond Datasheet

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue amidst Sporadic Inventory Refill except Éclat of AI Servers

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Jul. 2024

NAND Flash Monthly Datasheet Jul. 2024

DRAM Contract Price Apr. 2024 (update)

DRAM Industry Analysis－2Q24

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

Get in touch with us