Thai Semiconductor Value

Memory contract price trend strengthens: AI squeezes regular production capacity, Thailand's storage supply chain faces a new cycle reversal pattern

In the fourth quarter of 2026, the memory market will experience a price power shift. HBM magnet effect will continue to pull out regular DRAM capacity, while NAND will bottom out amid production cuts and enterprise storage demand. This article analyzes the structural logic behind the strengthening of memory contract pricing, the transmission path to the Thai storage module and packaging supply chain, and summarizes the four key indicators investors must closely monitor to help readers accuratel

2026-10-18 132 0

Chip Trend Barometer

Southeast Asia Chip Price Index Q3 Strong Rebound: Thai Semiconductor Market Revival Opportunity

In Q3 2026, the Southeast Asia Chip Price Index showed a strong rebound trend, with the Thai semiconductor market as a regional core benefiting from dual demand drivers of AI and automotive chips, creating the largest quarterly increase in nearly two years and bringing new opportunities for investors.

2026-09-30 112 0

Chip Trend Barometer

Southeast Asia Chip Price Index Q3 Strong Rebound: Thailand Semiconductor Market Sees Recovery Opportunity

Q3 2026 saw a strong rebound in the Southeast Asia Chip Price Index, driven by dual demand from AI and automotive electronics. This article analyzes Thailand's semiconductor market recovery dynamics, price trends, and investment opportunities, providing investors with an authoritative semiconductor outlook.

2026-08-26 202 0

Chip Trend Barometer

Southeast Asia Semiconductor Equipment Market Experiences Strong Growth as Thailand Wafer Fab Expansion Accelerates Supply Chain Transformation

Southeast Asia semiconductor equipment shipments reached a historic high in the first half of 2026, with Thailand showing outstanding performance. Wafer fab expansion has significantly accelerated, causing profound supply chain changes. This article analyzes market trends, driving factors, supply chain transformations, and future outlook to provide comprehensive reference for investors.

2026-08-09 196 0

Chip Trend Barometer

AI Inference Chip Architecture Reshuffle: ASICs Erode GPU Market Share; Thailand's Packaging and Testing Chain Welcomes Customized New Orders

The AI inference market is undergoing a profound architectural transformation in 2026. With the surge in edge computing and inference workloads, ASIC-specific chips are rapidly eroding GPU market share. This article provides an in-depth analysis of the ASIC strategies of major players like Broadcom and Marvell, and how this trend is spilling over into Thailand's semiconductor supply chain, driving new demand for advanced packaging and customized testing.

2026-08-06 213 0

Chip Trend Barometer

Gowin Semiconductor Completes Hundreds of Millions RMB Pre-IPO Financing, Domestic FPGA Leader Accelerates towards IPO

Domestic FPGA leader Gowin Semiconductor announces completion of hundreds of millions RMB Pre-IPO round, participated by multiple local state-owned and industrial capitals. The company obtained IPO tutoring filing in May 2025, entering IPO sprint phase, marking a new milestone for domestic FPGA industry.

2026-07-29 267 0

Chip Trend Barometer

Jiuzhou Yigui Intensifies Semiconductor Precision Processing: Laser Stealth Dicing Ushers in a New Era of Wafer Dicing

A Jiuzhou Yigui board secretary office representative detailed the advantages of laser stealth dicing: compared to traditional mechanical dicing, it reduces cutting loss, improves yield, and cuts costs, potentially accelerating process substitution. The company is strategically positioned in the semiconductor precision processing track.

2026-07-29 162 0

Chip Trend Barometer

Advanced Packaging Capacity Crunch: AI Chip Demand Triggers Southeast Asia Expansion Wave

As demand for AI chips surges, advanced packaging capacity remains tight, making Southeast Asia a key region for expansion. Major players such as TSMC and ASE are accelerating their deployments, driving up demand for related equipment and materials, with Chiplet architecture becoming the mainstream solution.

2026-07-28 177 0

Chip Trend Barometer

AI-Driven Semiconductor Equipment Market Sees Five Consecutive Years of Growth

The global semiconductor association SEMI predicts that driven by the surge in AI demand, total sales of semiconductor manufacturing equipment will grow for five consecutive years, reaching $229.5 billion by 2028. The article analyzes growth drivers in wafer manufacturing, backend equipment, and discusses investment prospects in Mainland China, Taiwan, and South Korea.

2026-07-24 151 0

Chip Trend Barometer

SEMI released "Mid-Year Semiconductor Equipment Market Forecast – OEM Perspective" on Tuesday, forecasting total global semiconductor equipment sales to grow for five consecutive years.

SEMI released "Mid-Year Semiconductor Equipment Market Forecast – OEM Perspective" on Tuesday, forecasting global semiconductor manufacturing equipment sales to grow for five consecutive years, reaching $229.5B by 2028. AI-driven demand is reshaping semiconductor manufacturing investment, from AI infrastructure, advanced logic chips, memory to backend packaging, all receiving significant funding. This year, global OEM semiconductor equipment sales will hit a record $165.9B, a year-on-year

2026-07-24 152 0