Highlights of the day: Who is subsequent for US sanctions?
DIGITIMES workers
While China’s greatest foundry home SMIC remains to be ready for the axe to fall, specualtion has already emerged in regards to the subsequent targets of the US commerce sanctions that threaten to nip China’s semiconductor push within the bud. China’s reminiscence makers could possibly be the subsequent targets. Memory ASPs to this point this yr have been falling on weak demand and extra stock within the wake of the pandemic, although DRAM spot costs have remained secure. But reminiscence ASPs stand an opportunity of stopping falling in first-quarter 2021. The pandemic has slowed the beginning of the 5G period, however Chinese telecom carriers are actually renewing their 5G infrastructure building initiatives, reigniting momentum for CCL suppliers.
China reminiscence chipmakers could possibly be subsequent US commerce ban goal: With Semiconductor Manufacturing International (SMIC) vulnerable to being blacklisted by the US authorities, considerations are rising about whether or not China-based reminiscence chipmakers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) would be the subsequent commerce ban goal.
Memory ASPs might cease falling in 1Q21: Memory ASPs are more likely to fall via the fourth quarter of 2020, however there are indicators that they may stabilize within the following quarter, in response to sources at reminiscence module makers.
CCL makers to see shipments bolstered by new 5G infrastructure initiatives in China: Taiwan-based Iteq and Taiwan Union Technology (TUC) anticipate their shipments of high-frequency and high-speed CCLs for 5G base station purposes to regain momentum in fourth-quarter 2020, because of Chinese telecoms renewing infrastructure building initiatives, in response to business sources.
