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5 semiconductor companies hold 53% of global wafer capacity
February 18, 2020
The 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, 2020
The 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, 2020
China-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, 2020
The 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, 2020
TrendForce 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, 2020
Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.
DRAM contract prices to rise in 1Q20 says TrendForce
January 08, 2020
The 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, 2019
Server 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, 2019
Topping 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, 2019
Projected 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, 2019
DRAM 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, 2019
According 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, 2019
IC 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 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%.
Wafer capacity by feature size shows rapid growth at <10nm
October 18, 2019
Leading-edge processes (<28nm) took over as the largest portion in terms of monthly installed capacity available in 2015. By the end of 2019, <28nm capacity is forecast to represent about 49 percent of the IC industry’s total capacity.
2Q/2019: Memory business is approaching bottom
October 16, 2019
“Combined DRAM and NAND revenue was USD 25.4 billion in 2Q/2019, down 5% from Q1 and down 39% year-over-year as sluggish demand and elevated inventory levels continued to plague the memory markets”, says Simone Bertolazzi, Memory Technology & Market Analyst at Yole Développement.
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
Rutronik and AP Memory inks global distribution agreement
September 06, 2019
Rutronik Elektronische Bauelemente GmbH and Taiwanese memory solutions supplier, AP Memory Technology Corp., have entered into a global distribution agreement.
Top-15 semiconductor suppliers’ sales fall by 18% in 1H19
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August 23, 2019
Sony was the only top-15 semiconductor supplier to register year-over-year growth in 1H19. IC Insights details the development.
