Micron standing by for $6.1bn CHIPS and Science Act package
April 19, 2024
US memory chip specialist Micron Electronics will receive a US government subsidy worth USD 6.1 billion next week, say multiple reports.
Taiwan DRAM manufacturers gradually resume production
April 10, 2024
DRAM manufacturers are gradually resuming production following the earthquake that struck Taiwan on April 3, 2024. Despite some damages and the necessity for inspections or disposal of wafers among suppliers, TredForce reports that the impact on the total DRAM output for Q2 is estimated to be less than 1%
Earthquake update: Taiwan's tech sector weathers the storm
April 04, 2024
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
Micron breaks ground on Xi'an expansion project
March 28, 2024
Micron Technology has officially broken ground on its new packaging and testing plant in Xi'an, China
Farnell inks distribution agreement with Alliance Memory
March 27, 2024
Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.
2Q24 DRAM price increases expected to narrow
March 26, 2024
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
Rochester and IM ensure availability of legacy storage solutions
March 26, 2024
Rochester Electronics and Intelligent Memory (IM) have joined forces to ensure the continued availability of mature and legacy DRAM and NAND storage solutions tailored for industrial and embedded applications.
US could add CXMT to its list of sanctioned Chinese firms
March 11, 2024
The Biden administration will consider adding DRAM maker ChangXin Memory Technologies (CXMT) to its so-called Entity List to restrict the company's access to US raw materials.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
Micron begins volume production of HBM3e memory
March 01, 2024
The US's biggest memory firm, Micron, has joined the race to compete in the next-gen HBM3e space, and says its new products will be used by Nvidia.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
SK hynix on HBM memory: we've sold out for 2024
February 26, 2024
If you want HBM memory to enhance your AI applications, don't go to SK hynix. The Korean memory giant has nothing left.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
PSMC aims to mass-produce MRAM chips from 2029
February 07, 2024
Taiwan's Powerchip Semiconductor Manufacturing Corp (PSMC) is preparing to manufacture next-gen MRAM memory products before the end of the decade, say reports.
Could CXMT become China's first HBM producer?
February 02, 2024
China is desperate to manufacture its own high-bandwidth memory modules, and now reports say ChangXin Memory Technologies is close to a breakthrough.
Samsung opens DRAM research centre in Silicon Valley
January 29, 2024
Samsung's US research division, DSA, has launched a new lab to develop next-generation three-dimensional (3D) DRAM memory.
SK Hynix hails 'remarkable turnaround' with 4Q 2023 profit
January 25, 2024
South Korean memory chipmaker SK Hynix has posted its first profit in four quarters to confound analyst forecasts.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
Just 9 of the top 25 chip makers boosted revenue in 2023
January 19, 2024
The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.
Memory trends: What’s hot in semiconductor memory in 2024
January 12, 2024
If 2023 has proven one thing, then that semiconductor memory is not for the faint of heart. 2024 promises to get a lot better for memory manufacturers but it will also be a bit tougher for OEMs and IDMs who need to say goodbye to the bargain prices from 2023. What else will we see? Here are the top 5 memory trends for 2024.
Simmtech plans semiconductor unit in Gujarat
January 12, 2024
Simmtech, the South Korean manufacturer of PCBs and packaging substrate for semiconductor, has signed an MoU with the Gujarat government to set up a plant in Sanand.
DRAM contract prices projected to Increase 13–18% in 1Q24
January 08, 2024
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Semiconductor capacity to exceed 30m wafers a month in 2024
January 05, 2024
Resurgent market demand and government incentives will combine to drive up global semiconductor capacity to record levels this year, says new data from SEMI.
Global semiconductor capacity to reach new highs in 2024
January 03, 2024
Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, SEMI reports.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Axcelis ship Purion systems to DRAM memory chipmakers
December 13, 2023
Axcelis Technologies says that has shipped the Purion XE high energy and the Purion H high current implanters to multiple fabs in South Korea and China to manufacture DRAM memory devices.
Global semiconductor equipment sales to hit $124B in 2025
December 12, 2023
Global sales of total semiconductor manufacturing equipment by OEMs are forecast to reach USD 100 billion in 2023, a contraction of 6.1% from the industry record of USD 107.4 billion posted in 2022, SEMI reports.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
Gartner: semiconductor revenue to grow 17% in 2024
December 04, 2023
In its latest forecast, Gartner projects that global semiconductor revenue will grow 16.8% in 2024 and reach USD 624 billion. In 2023 however, the market is expected to to drop 10.9%, reaching USD 534 billion.
Contract prices bottom out in Q3, boosting DRAM revenue
December 04, 2023
TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to USD 13.48 billion – marking 18% QoQ growth.
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.
Load more news