CONNECT WITH US
NEWS TAGGED OVERSUPPLY
Wednesday 15 January 2025
Taiwan polarizer suppliers take different transformation paths
China continues to expand its production capacity for polarizers, resulting in a market oversupply and making it hard for polarizer prices to rise. To cope, Taiwanese manufacturers...
Wednesday 15 January 2025
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Chosun Biz and ICSmart report that Samsung Electronics plans to reduce NAND wafer production at its Xi'an factory in China by over 10%. Amid a global NAND oversupply,...
Wednesday 15 January 2025
China SiC makers hit by quality concerns amid 301 probe
Chinese silicon carbide (SiC) substrate manufacturers are facing mounting pressures as quality issues and a looming US trade investigation threaten their market position. Despite...
Thursday 9 January 2025
Behind-the-meter energy storage gains traction amid energy transition push
As the energy transition accelerates, behind-the-meter energy storage is emerging as a key tool to boost efficiency and manage peak power demand. While the industry sees strong market...
Thursday 9 January 2025
Taisic Materials navigates SiC oversupply by focusing on larger eight-inch wafers, eyeing growth in US and Japan
In 2024, the silicon carbide (SiC) semiconductor industry faces challenges as increased crystal growth production capacity in China results in oversupply and significant price drops,...
Tuesday 7 January 2025
Memory oversupply may occur in 1H25 due to slowing server demand in China
The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
Monday 6 January 2025
US ramps up solar trade barriers as China struggles with oversupply
The global solar energy landscape enters 2025 with seismic shifts as the US tightens trade measures against Southeast Asia and China's dominance in N-type TOPCon technology sparks...
Friday 3 January 2025
Samsung and SK Hynix shift investment focus towards cost reduction amid NAND market downturn
Due to the downturn in the NAND flash industry, South Korean memory manufacturers Samsung Electronics (Samsung) and SK Hynix are implementing an investment strategy focused on cost...
Thursday 2 January 2025
US targets China's SiC edge in Section 301 probe
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide...
Thursday 2 January 2025
Taiwan's EV charging network set for 2024 expansion
Taiwan plans a significant expansion of its EV charging infrastructure in 2024, aiming to boost EV adoption. While industry players see the current vehicle-to-charger ratio as favorable...
Monday 30 December 2024
China's crystalline makers scale back to avoid cutthroat competition
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply,...
Friday 20 December 2024
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Friday 13 December 2024
Chinese SiC substrate firms eye overseas expansion amid domestic woes
Chinese SiC substrate vendors are seeking to expand beyond their home market where prices have collapsed amid severe oversupply, according to industry sources.
Tuesday 19 November 2024
China's DDR4 price war disrupts global DRAM market
China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua...