Recent #Wafer news in the semiconductor industry

5 months ago

➀ Samsung has established a team to develop 1nm process technology using high-NA EUV machines for mass production in 2029, according to the Seoul Economic Daily.

➁ It is unclear whether Samsung has ordered any of ASML's $350 million high-NA EUV machines.

➂ Samsung denied reports of canceling its 1.4nm process development, admitting project delays and a rumored shift of resources to the 2nm process.

2nmEUVMass ProductionProcess technologySamsungTSMCWafersemiconductor
11 months ago
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
EnterpriseInventoryNANDNotebookSSDTrendForceWaferserversmartphone