Research Reports
Foundry Market Bulletin_20240513
Last Modified
2024-05-13
Update Frequency
Biweekly
Format
Overview
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow recovery of demand for smartphones...
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Spotlight Report
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DRAM Monthly Datasheet May 2024
2024/05/14
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EXCEL
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NAND Flash Monthly Datasheet May 2024
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EXCEL
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Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries
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Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan
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Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility
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PDF