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Taiwan power outage has no impact on memory fabs
May 14, 2021
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island.
Samsung boosts logic chip investments to $151 billion
May 14, 2021
The South Korean electronics giant is increasing its investment in its logic business by adding another KRW 38 trillion, about USD 33.5 billion, to its previous commitment to invest KRW 133 trillion - bringing the total to KRW 171 trillion, about USD 151 billion, by 2030.
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.
Samsung expected to overtake Intel once again in 2Q21
May 07, 2021
Intel’s lackluster performance and surging DRAM market forecast to put Samsung in the lead among semiconductor supplier
SK hynix is optimistic about the market condition
April 28, 2021
The South Korean semiconductor says that it made better results both QoQ and YoY in the first quarter as the semiconductor market conditions improved earlier this year.
Nanya to build an advanced DRAM fab in New Taipei City
April 21, 2021
Nanya Technology plans to – with the supports of New Taipei City Government and Central Government agencies – construct a new 12-inch advanced semiconductor fabrication plant with a double-deck cleanroom in Taishan Nanlin Technology Park in New Taipei City.
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.
Price and lead time trends for 2Q 2021
April 15, 2021
Since the turn of the year 2021, the market has changed dramatically and ongoing strong demand continues to outstrip supply, perpetuating very long lead times and continual review of pricing by manufacturers.
Top 10 semiconductor vendors by 2020 revenue
April 13, 2021
Worldwide semiconductor revenue totaled USD 466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.
Intel responds to AMD’s challenge as competition on server market intensifies
March 19, 2021
The x86 architecture remained the mainstream server architecture at the end of 2020, according to TrendForce’s latest investigations. In the x86 server segment, Intel took the lead with a 92% market share thanks to the wide-ranging positioning of its solutions.
From flourishing to floundering: automakers to face further issues
March 15, 2021
In the first half of 2020, the automotive industry took a hard hit from COVID-19 with demand nosediving, production shutdowns and allocation shifts focusing on telecommunications and industrial automation. As a result, sales went down a whopping 34%.
SK hynix win US approval for $9 billion Intel NAND deal
March 12, 2021
The South Korean company has received clearance from the Committee on Foreign Investment in the United States (CFIUS) for its proposed acquisition of Intel’s NAND memory and storage business. This follows approval from the U.S. Federal Trade Commission last year.
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.
Revenue per wafer climbs as demand surges
March 05, 2021
The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money. But despite high development costs, smaller nodes bring greater revenue per wafer.
4Q20 DRAM revenue undergoes modest 1.1% increase
March 04, 2021
Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce’s latest report.
Server DRAM contract prices projected to rise by 10-15%
March 01, 2021
Since 3Q20, memory suppliers’ production capacities allocated to server DRAM have dropped to about 30% of the total DRAM production capacity, according to TrendForce’s latest investigations.
HP to acquire HyperX in a $425 million
February 25, 2021
HP Inc. has entered into a definitive agreement to acquire HyperX, the gaming division of Kingston Technology Company, for USD 425 million.
TSMC ranks in Top10 in three wafer size categories
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February 25, 2021
As of December 2020, only TSMC—the world’s largest foundry—was listed among the wafer capacity leaders in each of the three wafer size categories. It had the most 200mm wafer capacity last year and ranked second, trailing only Samsung, in 300mm wafer capacity.
