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Foundry Market Bulletin_20240108
Last Modified
2024-01-08
Update Frequency
Biweekly
Format
Overview
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4G and mid-to-low 5G smartphone APs...
Spotlight Report
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DRAM Monthly Datasheet Nov. 2024
2024/11/14
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NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
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Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
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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
2024/11/11
Semiconductors
PDF
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CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand
2024/09/13
Semiconductors
PDF
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DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF
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Spotlight Report
-
DRAM Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
Semiconductors
PDF
-
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
2024/11/11
Semiconductors
PDF
-
CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand
2024/09/13
Semiconductors
PDF
-
DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF