Monday, January 1, 2024

Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect (Bloomberg)

Bloomberg:
Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect  —  - ASML canceled shipments of a liminted number of devices  — Biden is cracking down on Beijing's semiconductor industry



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...