NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20 NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
NA semiconductor equipment industry posts April 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.26 billion in billings worldwide in April 2020 (three-month average basis), according to SEMI.
Expanded US rules sanctioning Huawei to have little impact on memory industry TrendForce believes that the latest updates to the sanctions will have a relatively low impact, in the short term, on Huawei’s shipment of smartphones, notebook computers, and servers – products for which Huawei is relatively well stocked on components.
Current pandemic slows down business development in German component distribution German distribution of electronic components (according to FBDi e.V.) continues to decline in the first quarter of 2020. The order situation improves slightly, at a low level. The FBDi calls for future-oriented course-setting and investments in infrastructure.
Will TSMC bring other players to the US? TSMC’s expansion plan in the U.S. may be accompanied by other actors in 12-inch supply chain too, says TrendForce.
Global silicon wafer area shipments edge up in 1Q20 Worldwide silicon wafer area shipments rose 2.7% to 2,920 million square inches in the first quarter of 2020, compared with fourth-quarter 2019 shipments of 2,844 million square inches, but dropped 4.3 percent year-over-year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.
As DRAM market enters period of price hikes, revenue drops The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
China enters the top-10 among semi suppliers HiSilicon is the first China-based semiconductor supplier to be ranked in the top-10.
Global semiconductor sales decrease 3.6% in 1Q20 Sales in March increase 0.9% month-to-month and 6.9% year-to-year but decreased 3.6% quarter-to-quarter; however, the full impact of the COVID-19 crisis not yet captured in the available sales data, says SIA.
European semiconductor sales up 5.7% from previous quarter European semiconductor sales grew by 5.7% in the first quarter 2020 compared to the previous quarter reaching USD 10.172 billion, says the European Semiconductor Industry Association (ESIA).
Historical decline – smartphone production to drop by 16.5% YoY in 2Q20 According to the latest investigations by TrendForce, the global spread of COVID-19 in 2020 has brought about the greatest magnitude of declines in the smartphone market in recent years.
Total foundry revenue to undergo single-digit growth in 2020 Total foundry revenue in 2020 is expected to reach 5%-9% YoY growth, with 6.8% being the median, says TrendForce.
Memory Market wont exceed 2018 high of $163.3B until 2022 IC Insights says that strong growth is forecast to return to the memory IC market in 2021 (21%) and 2022 (29%).
NA Semi equipment industry posts March 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.21 billion in billings worldwide in March 2020 (three-month average basis), according SEMI.
Global semiconductor capex forecast to drop 3% again this year Semiconductor producers hoping to keep capital spending plans intact despite virus outbreak.
2019 global semiconductor equipment sales slip 7% Semiconductor equipment manufacturers worldwide logged sales of USD 59.8 billion in 2019, a 7% drop from the all-time high of USD 64.5 billion in 2018, according to SEMI.
Gradual rebound or slight dip - two scenarios for global silicon wafer market sales Global silicon wafer market sales could dip if uncertainty surrounding the impact of COVID-19 to the semiconductor industry persists or climb on the strength of rebounding chip sales, SEMI says in a report that lays out two wafer market scenarios for the second half of 2020.
MMI: EMS Top 50 sales reached $344 billion in 2019 Manufacturing Market Insider says that the sales of the Top 50 biggest EMS providers accounted for USD 344 billion in revenue during 2019 – an increase of USD 14 billion from 2018.
European semiconductor sales up 2.4% in February 2020 The European Semiconductor Industry Association (ESIA) says that European sales of semiconductors reached USD 3.323 billion in February 2020, an increase of 2.4% compared to the January 2020 total of USD 3.247 billion.
As Samsung Display exits the LCD market a major reshuffle is expected According to the latest investigations by the WitsView research division of TrendForce, the oversupply of TV panels in 2019 resulted in a major price drop. As such, panel manufacturers hoped to utilise their excess capacity in 2020 through increasing their production of monitor panels, with Samsung Display (SDC) having the most extensive plans.
Global semiconductor materials market revenues slip 1.1% in 2019 Global semiconductor materials market revenues edged down 1.1% in 2019, SEMI reported in its Materials Market Data Subscription (MMDS).
8% growth in 2019 drives tenth consecutive year of EDA growth The Electronic System Design (ESD) Alliance Market Statistics Service (MSS) says that the Electronic Design Automation (EDA) industry revenue increased 2.2% for Q4 2019 to USD 2626.3 million, compared to USD 2570.1 million in Q4 2018.
100 IC wafer fabs closed or repurposed since 2009 The hardest hit are ≤200mm wafer fabs, 70% of the closures are found in Japan and North America.
NAND Flash ASP may tumble in 2H20 ahead of expectations The continued spread of the COVID-19 pandemic has resulted in considerably weakened shipment for most end products in 1Q20, according to the DRAMeXchange research division of TrendForce,Load more news
Evertiq COVID-19 Update
- Expanded US rules sanctioning Huawei to have little impact on memory industry
- Rebound Electronics expands in Asia
- NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20
- Rolls-Royce takes heavy hit from COVID-19 – reduces workforce by 9000
- COVID-19 highlights the gravity of the secondary market for SME
- Schweizer starts production at its new location in China
Evertiq in Pictures