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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DRAM prices expected to increase by 8–13% in Q3
July 05, 2024
TrendForce reports that a recovery in demand for general servers — coupled with an increased production share of HBM by DRAM suppliers — has led suppliers to maintain their stance on hiking prices.
Did we finally learn the lesson, or is this just the calm before the storm?
May 21, 2024
Following the earthquake in Taiwan in April, the industry expected an impact on chip and especially memory prices. After all, 65% of the world’s advanced nodes are being produced there, and when it comes to AI servers the figure is even higher.
Farnell inks distribution agreement with Alliance Memory
March 27, 2024
Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.
2Q24 DRAM price increases expected to narrow
March 26, 2024
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
DRAM contract prices projected to Increase 13–18% in 1Q24
January 08, 2024
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Contract prices bottom out in Q3, boosting DRAM revenue
December 04, 2023
TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to USD 13.48 billion – marking 18% QoQ growth.
DRAM ASP decline narrows to 0~5% for 3Q23
July 05, 2023
TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.
SK Hynix to expand Wuxi fab legacy production capacity
May 04, 2023
Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. SK hynix’s Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's research.
Demand remains stagnant, supply chain inventories remain high
September 23, 2022
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.
Consumer DRAM price decline expands to 13~18%
August 10, 2022
According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers, leading to a steady expansion of falling prices.
3Q22 DRAM pricing decline expands to nearly 10%
July 22, 2022
Despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers.
TrendForce forecast DRAM pricing to drop by 3~8% in 3Q22
June 20, 2022
According to TrendForce research, despite the significance of peak season and rising DDR5 penetration, the 3Q22 DRAM market still succumbed to the negative impact of weak consumer electronics demand resulting from the Russian-Ukrainian war and high inflation, which in turn led to an increase in overall DRAM inventory.
Winbond expands DDR3 SDRAM production
April 21, 2022
Taiwanese semiconductor memory specialist, Winbond Electronics Corporation, says that it is expanding the production capacity at its fab in Kaohsiung, Taiwan.
DRAM price drop forecast to continue in 2Q22 by 0-5%
March 28, 2022
According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power.
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.
Overall DRAM output decreased nearly 6% QoQ in 4Q21
February 17, 2022
The pandemic has impeded the supply of many end-user devices such as smartphones, servers, PCs, and niche consumer electronics components, indirectly leading to a decline in a willingness on the procurement-end to stock relatively abundant memory chips, according to TrendForce research.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22
December 13, 2021
Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022
October 12, 2021
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
DRAM prices projected to decline by 3-8% QoQ in 4Q21
September 22, 2021
Following the peak period of production in 3Q21, the supply of DRAM will likely begin to outpace demand in 4Q21, according to TrendForce’s latest investigations.
Lattice Certus-NX FPGAs Optimized for Automotive Applications
August 26, 2021
Lattice Semiconductor, the low power programmable leader, today expanded its growing portfolio of automotive products with the announcement of versions of the Lattice Certus™-NX FPGA family optimized for infotainment, advanced driver assistance systems (ADAS), and safety-focused applications.
DRAM prices for 3Q21 to undergo minor QoQ increase
July 13, 2021
As third quarters have typically been peak seasons for the production of various end-products, the sufficiency ratio of DRAM is expected to undergo a further decrease in 3Q21, according to TrendForce’s latest investigations.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ
May 11, 2021
Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
DRAM prices projected to rise by 18-23% QoQ in 2Q21
April 20, 2021
TrendForce’s investigations find that DRAM suppliers and major PC OEMs are currently participating in the critical period of negotiating with each other over contract prices for 2Q21.
Pocket-Size white noise generator for quickly testing circuit signal response
April 16, 2021
Question: Can you produce a frequency spectrum for all frequencies at the same time?
High-side current sensing
March 26, 2021
Question: Is placing a 100 Ω resistor in front of a MOSFET gate required for stability?
Automotive applications to account for 3%+ of total DRAM Bit consumption in 2024
March 10, 2021
There are four major categories of automotive DRAM applications, including infotainment, ADAS, telematics, and D-clusters (digital instrument clusters), according to TrendForce’s latest report.
Shortage drives up contract price of specialty DDR3 4Gb chips
March 09, 2021
As the three dominant DRAM suppliers (Samsung, SK Hynix, and Micron) are currently experiencing a shortage in their production capacities, the corresponding shortage situation in the DRAM market has yet to be resolved, according to TrendForce’s latest investigations.
DRAM ASP to recover from decline in 1Q21
December 10, 2020
The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says to TrendForce.
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