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Tale of two halves for DRAM market
November 24, 2022
The DRAM market often enjoys robust sales in the second half of the year when system makers place orders for memory to use in their new generation of products that they plan to release for the year-end holiday season. That scenario has not panned out this year.
Projected YoY growth rate of server shipments for 2023 revised down to 2.8%
November 22, 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
A perfect storm slams the memory markets
November 18, 2022
Early in 2022, the near-term prospects for the memory markets, including both DRAM and NAND, were decidedly bright, despite the backdrop of tenuous geopolitical dynamics with the conflict in Ukraine and worsening China/US relations.
Micron cuts back on production and Capex
November 17, 2022
In a response to current market conditions, Micron is reducing DRAM and NAND wafer starts by approximately 20% compared to the fourth quarter of 2022.
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SK hynix cuts investments by 50%
October 27, 2022
South Korean SK hynix recorded revenues of KRW 10.98 trillion (EUR 7.69 billion) during the third quarter of 2022, down from KRW 13.81 trillion (EUR 9.67) during the previous quarter.
SMARTsemi partners with Flip Electronics
October 26, 2022
Flip Electronics, a specialist in stocking obsolete and last-time buy semiconductor components, has signed a franchised distribution partnership agreement with SMARTsemi, a division of Smart Modular Technologies, to distribute its line of DRAM and FLASH components.
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.
Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022
Pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly. However, assuming materials supply is secure and demand can be met, the annual growth rate of server shipments in 2023 is estimated to be only 3.7%, which is lower than 5.1% in 2022.
KLA halts sales and support to China-based customers
October 11, 2022
The US supplier of process control and yield management systems for the semiconductor industry will reportedly cease some supplies and services to China-based customers.
TrendForce lists five tech industry trends for 2023
October 11, 2022
TrendForce is detailing 10 major trends that are expected to take place across various segments in the tech industry.
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.
Micron to invest $100 billion in New York megafab
October 05, 2022
Micron says it will invest up to USD 100 Billion to build a megafab in central New York, creating approximately 9,000 direct Micron jobs.
Fusion Sourcing Group to represent Intelligent Memory
October 04, 2022
Intelligent Memory (IM), a manufacturer of industrial-grade memory product solutions, has signed Fusion Sourcing Group as its representative in the Northeast United States.
Memory manufacturers initiate rare production reduction
October 03, 2022
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation, the Russian-Ukrainian war, and pandemic policies, demand in peak season was weak, resulting in inventory pressure that has extended from the buyer side to manufacturers.
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.
The semiconductor market's slowdown picks up speed
September 22, 2022
The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker.
DRAM market deflates – cyclical downturn looms
September 21, 2022
A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights
Lam Research opens new center for engineering in India
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September 16, 2022
Lam Research has opened a new Center for Engineering in Bengaluru, India – which is said to be the company's most advanced facility in the country to date.
