hankyung
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November 1
- NAND Prices Plunge 40% in Two Months to Historic Low
➀ NAND flash prices have plummeted by over 40% in just two months, reaching an all-time low since records began in August 2015.
➁ The decline in prices is attributed to a reduction in demand for DRAM and NAND flash in products such as smartphones and PCs, with the demand shifting towards high-performance AI products.
➂ The average fixed transaction price of universal NAND flash (128Gb 16Gx8 MLC) in the last month was $3.07, a decrease of 29.2% from the previous month.
October 7
- TSMC Can't Do Without It! South Korean Media Exposes ASML Headquarters: Only Two Types of People Can Enter the VIP Lounge➀ ASML's headquarters in Eindhoven, the Netherlands, is accessible only to global semiconductor companies purchasing billion-dollar EUV equipment or high-level government officials. ➁ The CEO of ASML, Christophe Fouquet, emphasizes the importance of free trade for the semiconductor ecosystem. ➂ Fouquet discusses the development of the Korean semiconductor industry and the challenges posed by protectionism.