Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020TrendForce 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.
As DRAM market enters period of price hikes, revenue drops
May 13, 2020The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
Insignis enhances relationship with Rutronik
May 04, 2020Insignis Technology Corp, a USA based fabless DRAM and eMMC memory provider, strengthens its cooperation with distributor Rutronik Elektronische Bauelemente GmbH.
Memory Market wont exceed 2018 high of $163.3B until 2022
April 29, 2020IC Insights says that strong growth is forecast to return to the memory IC market in 2021 (21%) and 2022 (29%).
TrendForce: COVID-19 risks to distress memory industry
March 16, 2020The DRAMeXchange research division of TrendForce says that the memory market may take a turn for the worse and go into a slump earlier than expected.
5 semiconductor companies hold 53% of global wafer capacity
February 18, 2020The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, says IC Insights.
Global DRAM revenue holds steady in 4Q19
February 18, 2020The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
China memory production unaffected by Coronavirus
February 03, 2020China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
26 of 33 IC products forecast to demonstrate positive growth in 2020
January 29, 2020The number of IC categories with expected sales growth in 2020 represents a big reversal from only six growth segments in 2019.
New game consoles expected to trigger demand surge for graphics DRAM and SSD's
January 15, 2020TrendForce expects the year-end release of new generation game consoles to trigger a demand surge of graphics DRAM and SSD's during the second half of 2020.
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019
January 14, 2020Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.
DRAM contract prices to rise in 1Q20 says TrendForce
January 08, 2020The consistent increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on December 31, 2019 have not seriously impacted the supply side of the DRAM market, says the DRAMeXchange research division of TrendForce,
1Q/20 Graphics DRAM price sees sharp upturn
December 31, 2019Server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes.
NAND Flash leads as IC market growth returns in 2020
December 19, 2019Topping the chart of fastest-growing products for 2020 is NAND flash with DRAM in third place. The strong anticipated market growth for the two memory segments is not a big surprise given the complete market collapse that these two segments experienced in 2019.
Global fab equipment spending rebounds in second half of 2019
December 18, 2019Projected 2019 global fab equipment spending has been revised upward to USD 56.6 billion on the strength of surging memory investments in the latter part of the year after a weak first half, SEMI reports in its World Fab Forecast.
Spot prices see sharp upturn
December 16, 2019DRAM spot prices have begun to rebound, in turn improving the overall DRAM market sentiment, and memory component buyers in the contract market will be induced to raise their inventories as well. Contract prices are expected to rally as early as 1Q20.
Demand for preemptive 3Q19 DRAM shipment rises
November 21, 2019According to DRAMeXchange, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled their quarterly product shipment forward in an effort to avoid potential negative impacts from Trump’s impending tariffs.
Intel to reclaim No.1 semiconductor supplier ranking in 2019
November 19, 2019IC Insights says that only three among the top-15 semiconductor suppliers are forecasted to show growth this year.
Decline in Q4 DRAM contract prices lessens as buying momentum recoversLoad more news
November 12, 2019According 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%.