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Weakened demand and falling prices lead to NAND flash revenue decline

As manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced, according to TrendForce research.
Sunway partners with BMF to develop next-gen antennas Sunway Communication has partnered with Boston Micro Fabrication (BMF) to develop next generation antennas. The companies have opened a joint development lab in San Diego, California.
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Three companies held 94% of the 2021 DRAM market Over the past 30 years, the DRAM market has been characterised by periods of spectacular growth and years of devastating crashes. Most recently, the DRAM market fell 37% in 2019 but soared 42% in 2021.
Hyundai to set up EV plant & battery manufacturing in the US The South Korean automaker is looking to invest USD 5.54 billion to construct full electric vehicle and battery manufacturing facilities in Georgia, USA.
Smartphone camera module shipments to reach 5.02B in 2022 According to TrendForce research, smartphone camera module shipments will increase to 5.02 billion units in 2022, an annual growth rate of 5%.
Foxconn and Yageo JV invests in Taiwan MOSFET manufacturer Hon Hai Technology Group (more commonly know as Foxconn) and Yageo Group have – via their joint venture XSemi – invested NTD 2.89 billion (EUR 91.6 million) in Taiwanese MOSFET manufacturer Advanced Power Electronics Corp.
Leoni sells its automotive standard and special cables business The German supplier of wires, cables and wiring systems has sold its Business Group Automotive Cable Solutions (BG AM), to STARK Corporation.
Nexperia and Kyocera to develop GaN automotive power modules Nexperia and Kyocera AVX Components (Salzburg) GmbH, have entered into a partnership with a focus on power components – the companies aims to jointly developing GaN applications for electric vehicles.
New post-pandemic low – 17.5M notebook panels shipped in April According to TrendForce research, due to China's lockdowns and inventory adjustments by notebook brands, April notebook panel shipments totaled 17.5 million units, down 21.5% YoY, and a new low for shipments since April 2020 and the advent of the COVID-19 pandemic.
StradVision to open new Dusseldorf office StradVision, an AI-based vision processing company for Autonomous Vehicles and ADAS, expands in Europe with the opening of their second office in Germany, based in Dusseldorf.
Tower record 1Q22 revenues of $421 Million, a 21% YoY Tower Semiconductor reported first quarter 2022 revenue of USD 421 million, an increase of 21% compared to USD 347 million in the first quarter of 2021.
Ferrotec to add manufacturing capacity with new plant in Malaysia Ferrotec, a global supplier of materials, components, and precision system solutions, is establishing a new manufacturing facility at Kulim Hi-Tech Park, Kedah, facilitated by the Malaysian Investment Development Authority (MIDA).
China-based IC production to represent 21.2% of China IC market in 2026 Foreign companies – such as Samsung, SK Hynix, TSMC and others – are expected continue to comprise more than 50% of IC production in China through 2026, says IC Insights.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce According to TrendForce investigations, total DRAM revenue in 1Q22 decreased by 4.0% QoQ, reaching USD 24.03 billion. The primary reason for this drop stems from market inflation, weakening demand, and the outbreak of the Russian-Ukrainian war at the end of February affecting the performance of terminal consumption.
Foxconn and DNeX build and operate wafer fab in Malaysia Dagang NeXchange Berhad (DNeX) and Foxconn subsidiary Big Innovation Holdings (BIH), plan to set up a joint venture company to build and operate a new 300mm wafer fab in Malaysia.
Imec and semiconductor partners target greener chip manufacturing Nanoelectronics research and innovation center, imec, says that it has managed to pool together stakeholders from the semiconductor value chain – from companies such as Apple and Microsoft, to suppliers, including ASM, Kurita, SCREEN and Tokyo Electron – to participate in its Sustainable Semiconductor Technologies and Systems (SSTS) research program.
Onkyo files for bankruptcy The Hi-Fi company, which has been operating since 1946, has reportedly filed for bankruptcy at Osaka District Court on Friday, with total liabilities of around JPY 3.1 billion (USD 24 million).
Renesas to convert closed factory to 300mm wafer fab Renesas plans to conduct a JPY 90 billion (EUR 664 million) investment in its Kofu factory, located in Kai City, Yamanashi Prefecture, Japan. The company closed the factory back in October 2014, but now intends to reopen the fab in 2024 as a 300mm wafer fab.
Indium expands with mew manufacturing facility in Malaysia US-based global materials supplier Indium Corporation, will invest MYR 250 million (USD 57 million) in an expansion that will result in a new manufacturing facility in Penang, Malaysia.
10 different companies have expressed interest in Toshiba Back in April 2022, Toshiba Corporation announced that it had resolved to solicit proposals on strategic alternatives from potential investors and sponsors. The Japanese company is seeking to enhance its corporate value and has since the announcement been holding discussions with the potential partners.
TDK expands with new MLCC production site in Japan Japanese TDK Corporation says that it will construct a new production building on the premises of the Kitakami Factory – located in Kitakami city, Iwate prefecture, Japan – in order to to enhance the company's MLCC production.
NEV market grew in 1Q22 – global sales exceeded 2M units According to TrendForce data, total sales of new energy vehicles (NEVs including battery electric vehicles, plug-in hybrid electric vehicles, and fuel cell vehicles) in 1Q22 was 2.004 million units, an annual growth rate of 80%.
Viettel & Qualcomm team up on 5G infrastructure development Viettel Group and Qualcomm Technologies plans to collaborate and develop a next-generation 5G Radio Unit (RU) with massive MIMO capabilities and distributed units (DUs). This focuses on helping to expedite the development and roll-out of 5G network infrastructure and services in Vietnam and globally.
Acquiring Ohio EV plant sets a new milestone for Foxconn Hon Hai Technology Group, otherwise know as Foxconn, and Lordstown Motors have signed a contract manufacturing agreement and a joint venture agreement for product development.
Hanwha invests $320M in cell and module manufacturing expansions Hanwha Solutions, the South Korean owner of Qcells, says it plans to invest USD 320 million in a solar manufacturing expansion in the United States and South Korea.
How to easily select the right frequency generation component Question: What is the right frequency generation component for my application?
Can pre-owned equipment be the way out of the shortage? The global semiconductor supply chain remains under immense pressure. However, major investments are being made to increase capacity and fortify the supply chain for the future – but we wont feel the effect of these investments for years. Adding to the issue, there is not enough chips for the chipmaking machines.
2022 smartphone production volume reduced to 1.333B units According to TrendForce research, global smartphone production volume in 1Q22 was 310 million units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to relatively weak production performance in 1Q22.
Thailand PCB maker purchases two Calibr8tor photoplotters Ucamco says that an unnamed PCB manufacturer, described as Thailand's biggest, has purchased two Calibr8tor photoplotters.
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May 24 2022 12:51 pm V20.5.24-2