Micron officially opens new Taichung fab
November 20, 2023
Micron Technology has completed and opened its new Taichung Fab 4. This expansion will focus on the development and mass production of advanced DRAM process technology.
The memory rollercoaster ride
November 08, 2023
The semiconductor industry and especially the semiconductor memory business is not for the faint of heart. The volatility that you regularly see in this market is unmatched by any other industry.
Mobile DRAM and NAND flash contract prices on the rise
October 26, 2023
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all – NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter.
Inflation impacts demand, 2022 DRAM module makers' revenues fall
October 24, 2023
According to TrendForce, high inflation has reduced consumer demand for electronics, with worldwide DRAM module sales expected to reach USD 17.3 billion in 2022—a 4.6% YoY drop. Because each module producer supplies a distinct domain, their revenue performance differed greatly.
Q4 DRAM contract prices set to rise
October 16, 2023
TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
Samsung readies next-gen HBM4 memory standard for 2025
October 13, 2023
Chip giant Samsung has confirmed in a blog post that it expects to launch its sixth-generation HBM4 DRAM chips in two years' time.
Micron starts construction on leading-edge memory fab
October 06, 2023
Micron Technology has officially started construction on the nation’s first new memory manufacturing fab in 20 years. The project is set to create 2,000 Micron jobs.
Micron breaks ground on Indian ATMP plant
September 25, 2023
Just three months after the plans were first unveiled, US memory specialist Micron has officially broken ground on its new assembly and test facility in Gujarat, India.
Chip industry sees revenue increase after long decline
September 13, 2023
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
Global fab equipment spending recovery expected
September 13, 2023
Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year to USD 84 billion from a record high of USD 99.5 billion in 2022 before rebounding 15% YoY to USD 97 billion in 2024, SEMI reports
NAND Flash prices expected to stabilise and rebound in Q4
September 11, 2023
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
TrendForce expects iPhone 15 series production at 80M units
September 11, 2023
Apple is slated to unveil four new iPhone models in mid-September: the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. TrendForce predicts a production figure of approximately 80 million units for the iPhone 15 series.
DRAM and NAND Flash demand expected to increase in 2024
August 30, 2023
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector.
Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
Micron seeks federal funding boost for chip production
August 23, 2023
On August 18, 2023, two subsidiaries of Micron Technology, Micron New York and Micron Idaho, each submitted applications seeking funding from the US CHIPS Act.
Sponsored content by congatec GmbH