According to the latest survey report released by TrendForce, a research institute, in the second half of the third quarter of 2022, the peak season is not prosperous.

According to internal sources, Toshiba has informed some authorized agent suppliers that some power semiconductors will increase their existing prices by 25% since October this year.

Due to the tight supply of wafer capacity and the rise in wafer and package prices, Taiwan-based MCU manufacturer Holtek decided to increase the price of all IC shipments by 15% from April 1st. This is the first time Holtek has raised prices for its product line...

Due to the global shortage of semiconductors, global foundry manufacturers such as TSMC and UMC are discussing raising the foundry prices of automotive semiconductors by up to 15%. At the same time, as foundries have been willing to increase prices, global automotive chip manufacturers including Renesas, NXP, STMicroelectronics, Toshiba, etc. have already considered raising the prices of many products by 10% to 20%.

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DRAM prices have plummeted by two digits once again, dropping to the level three years ago. Instead, NAND flash prices rebounded for the first time in two years, kindling a hope for earnings growth of Samsung Electronics and SK Hynix.

Memory chip spot prices have risen for the first time this year, indicating grim warnings of “never seen before” spikes and a supply disruption could come to pass as a dispute between South Korea and Japan drags on.

Sources said Softbank may benefit $3 billion from the deal. However, Softbank has not yet made a final decision and may continue to retain these shares or sell only a portion of the shares. A spokesman for Softbank and Nvidia declined to comment.

For the memory market next year, including South Asia Branch, Powerchip, Winbond and ADATA, it is agreed that DRAM will remain relatively stable next year, but the relative pressure of storage flash memory (NAND Flash) will increase due to increased supply.

With the steady growth of the demand side and the continued supply tension, the supply and demand relationship of IGBT will remain in a state of tension until at least 2020, so we expect the long-term price of IGBT to rise steadily.