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,
NA semiconductor equipment industry posts February 2020 billings
North America-based manufacturers of semiconductor equipment posted USD 2.37 billion in billings worldwide in February 2020 (three-month average basis), according SEMI.
Foundry revenue estimated to grow in 1Q20, while COVID-19 may hinder future demand
The COVID-19 pandemic has caused a reduction in the demand for end-products; its impact on the foundry industry will likely surface in 2Q20, says TrendForce.
Global top 10 IC designers’ 2019 revenues drop by 4.1% YoY
Under the combined influence of the U.S. Entity List and the COVID-19 pandemic, the IC design industry is unlikely to return to growth in 2020.
TrendForce: COVID-19 risks to distress memory industry
The DRAMeXchange research division of TrendForce says that the memory market may take a turn for the worse and go into a slump earlier than expected.
Global fab equipment spending poised for 2021 record high
Global fab equipment spending promises to rebound from its 2019 downturn and see a modest recovery this year before a sharp uptick drives record investments in 2021, according to SEMI.
COVID-19 disrupts smartphone production - expected to decline 3.5% in 2020
The smartphone supply chain is continuing to feel the effects of the COVID-19 outbreak. Owing to hindrances such as uneven factory work resumption statuses, a generally low rate of returning labor, and breaks in logistics and transportation, the supply chain has not been recovering as previously expected, says TrendForce.
European semiconductor sales up 1.2% in January
The European Semiconductor Industry Association (ESIA) says that European sales of semiconductors reached USD 3.247 billion in January 2020, an increase of 1.2% compared to the December 2019 total of USD 3.208 billion. Europe was the only region worldwide to register month-on-month growth in January.
North American PCB industry sales down 5.2% in January
Total North American PCB shipments in January 2020 were down 5.2% compared to the same month last year.
Data Center Clients pushes NAND flash revenue near 10% growth
4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients, says the DRAMeXchange research division of TrendForce.
Semiconductor industry avoids direct impact of coronavirus
The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.
5 semiconductor companies hold 53% of global wafer capacity
The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, says IC Insights.
Global DRAM revenue holds steady in 4Q19
The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
Coronavirus afflicts more electronic supply chains
With the epidemic arriving at dawn of 5G’s mainstream deployment phase, the coronavirus has the potential to disrupt the progress of the next-generation wireless standard, as the crisis slows or threatens to slow the production of key smartphone components, including displays and semiconductors, according to Omdia.
2019 Global silicon shipments dip from 2018 record high
Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high while revenue remained above the USD 11 billion mark despite a global silicon revenue slip of 2% over the same period, reports the SEMI Silicon Manufacturers Group (SMG).
China memory production unaffected by Coronavirus
China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
Semiconductor R&D to nudge higher through 2024
Technical challenges including the move to EUV lithography, sub-3nm process technology, 3D die-stacking technologies, and advanced packaging are expected to lift R&D growth rates.
26 of 33 IC products forecast to demonstrate positive growth in 2020
The number of IC categories with expected sales growth in 2020 represents a big reversal from only six growth segments in 2019.
NA semi equipment industry posts December 2019 billings
North America-based manufacturers of semiconductor equipment posted USD 2.49 billion in billings worldwide in December 2019 (three-month average basis), according to SEMI.
China only region to register pure-play foundry market growth
Rise of China-based fabless IC suppliers offers increased opportunities for foundries, IC Insights states in a recent report.
New game consoles expected to trigger demand surge for graphics DRAM and SSD's
TrendForce expects the year-end release of new generation game consoles to trigger a demand surge of graphics DRAM and SSD's during the second half of 2020.
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019
Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.
1Q20 NAND Flash price is projected to continue rising
According to the latest analysis by the DRAMeXchange research division of TrendForce, the contract price of client SSD has fallen for seven consecutive quarters until 2Q19 from peak price, to barely above the price of HDD.
Global semiconductor sales decrease slightly MoM in November
The Semiconductor Industry Association (SIA) says that worldwide sales of semiconductors reached USD 36.7 billion for the month of November 2019, a decrease of 0.3% from the previous month's total and 10.8% lower than the November 2018 total of USD 41.1 billion.
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