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Foundry Market Bulletin_20240318
Last Modified
2024-03-18
Update Frequency
Biweekly
Format
Overview
An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...
Spotlight Report
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DRAM Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
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NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
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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
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
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
Foundry Biweekly Market BulletinRelated Reports
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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