Slowing demand growth constraints Q4 memory price increases
October 09, 2024
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
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Global semiconductor fab capacity to expand 6% in 2024
June 26, 2024
To keep pace with the growth in demand for chips, the global semiconductor manufacturing industry is expected to increase capacity by 6% in 2024 and post a 7% gain in 2025, reaching a record capacity high of 33.7 million wafers per month (wpm: 8-inch equivalent), SEM reports.
Global chip manufacturing to grow by 6% in 2024
June 20, 2024
New research by SEMI predicts that the global semiconductor manufacturing industry will increase capacity by 6% in 2024 – and 7% next year.
US could add CXMT to its list of sanctioned Chinese firms
March 11, 2024
The Biden administration will consider adding DRAM maker ChangXin Memory Technologies (CXMT) to its so-called Entity List to restrict the company's access to US raw materials.
Could CXMT become China's first HBM producer?
February 02, 2024
China is desperate to manufacture its own high-bandwidth memory modules, and now reports say ChangXin Memory Technologies is close to a breakthrough.
Report: China’s chip capacity could double in seven years
January 15, 2024
A new industry study says China is preparing to boost its chip manufacturing capacity by a huge margin before the end of the decade.
Japan joins in on chip sanctions against China
March 31, 2023
Japan will impose export restrictions on a variety of semiconductor manufacturing tools, aligning its technology trade restrictions with US efforts to limit China's capacity to produce cutting-edge chips.
The impact of US sanctions on the Chinese semiconductor landscape
October 25, 2022
As previously reported, back in early October, the US launched a series of updates to its export regulations concerning semiconductors and associated technologies to China. Two of the nine new rules stand out, given the scale of both the short-term and long-term impact that they will cause.
Added pressure on China – US restrictions now include memory
October 10, 2022
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
DDR3 consumer DRAM prices expected to rise 0-5% in 2Q22
March 07, 2022
Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs.
China to fall far short of its ‘Made in China 2025’ goals for ICs
January 08, 2021
IC Insights forecasts China-produced ICs will represent only 19.4% of its IC market in 2025, a fraction of the Made in China 2025 goal of 70%.
NOR Flash ASP to potentially drop in 2H20
June 23, 2020
NOR Flash buyers found that their inventories were low and stepped up their procurement efforts as they anticipated the growing risk of COVID-19 causing disruptions in the supply chain.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020
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.
China memory production unaffected by Coronavirus
February 03, 2020
China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
Decline in Q4 DRAM contract prices lessens as buying momentum recovers
November 12, 2019
According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%.
PC DRAM contract prices stabilised in August
October 03, 2019
The global market research firm TrendForce reports that the average contract price of 8GB PC DRAM modules remained constant at USD 25.5 in August, showing no noticeable change from the previous month.
Tsinghua Unigroup’s DRAM fab will have some hurdles to overcome
September 13, 2019
Tsinghua Unigroup’s DRAM fab is scheduled for completion in 2021 but technology remains the biggest challenge to production, says TrendForce
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