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While close to settling legal case with US, UMC to focus more on foundry business
October 22, 2020
UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations.
Overall memory ASP to decline by nearly 10% given persistent oversupply in 4Q20
October 07, 2020
The memory market (including DRAM and NAND Flash) is still in a state of oversupply in 4Q20, according to TrendForce’s latest investigations.
Top 10 tech industry trends for 2021
October 06, 2020
As the DRAM industry officially enters the EUV era, NAND Flash stacking technology advances past 150L, says TrendForce as it provides its forecast of 10 key trends in the tech industry for 2021.
Top-10 semiconductor suppliers continue to grow in Q2
September 30, 2020
Building on Q1’s bullish growth in weak market conditions, the world’s top-10 semiconductor suppliers managed to continue their revenue growth at a rate of 2.4% in Q2 2020, PC and server sales continue to grow driven by COVID lockdown restrictions as working and learning from home are becoming the new norm.
Sluggish server production in 4Q20 to be joined by decline in server DRAM prices
September 16, 2020
Due to server ODMs’ higher-than-expected inventory of server barebones in 3Q20, additional server orders from the ODMs’ clients came to a screeching halt, therefore resulting in a QoQ decrease in overall server orders for the quarter, according to TrendForce’s latest investigations.
COVID-19 drives rise in global fab equipment spending
September 09, 2020
Soaring pandemic-inspired demand for chips that power everything from communications and IT infrastructures to personal computing, gaming and healthcare electronics will drive an 8% increase in global fab equipment spending in 2020 and a 13% increase in 2021, SEMI reports.
Despite rebounding DRAM spot prices, downward pressure may persist in 2H20
September 03, 2020
Spot prices have risen for certain types of memory chips recently, leading to significant market speculations on whether the entire memory industry could see a turnaround in the near future.
Samsung starts mass production of 16Gb LPDDR5 DRAM
August 31, 2020
Samsung Electronics’ second production line in Pyeongtaek, Korea, has started mass production of the industry's first 16-gigabit (Gb) LPDDR5 mobile DRAM, using extreme ultraviolet (EUV) technology.
DRAM module revenue decreases by 3% YoY in 2019
August 26, 2020
The massive drop-off in DRAM quotes in 2019 culminated in a total yearly decline of more than 50%, which led to revenue losses for most module makers in 2019, according to TrendForce’s latest investigations.
What are the impacts of expanded US sanctions against Huawei
August 21, 2020
TrendForce has dug deep to analyse the potential impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panels, and 5G communications.
DRAM capex spending expected to decline 20% in 2020
August 20, 2020
The DRAM market is poised for a modest recovery in 2020, but suppliers are being very cautious, strategic, and thorough in their analysis of market conditions before they consider any further upgrades or decide to move ahead with any new DRAM wafer fab plans, says IC Insights.
Covid-19 expected to limit growth rates for many IC products
August 10, 2020
NAND flash, DRAM, computer CPU, and embedded MPUs show improvement for 2020, but consumers and businesses moving cautiously forward with system purchases, says IC Insights.
Chip production equipment spending to hit record levels in 2021 following strong 2020
July 22, 2020
Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase six% to USD 63.2 billion in 2020 compared to USD 59.6 billion in 2019 before logging record high revenue of USD 70 billion in 2021 on the strength of double-digit growth, according to SEMI.
Taiwan edges South Korea as largest base for IC Wafer Capacity
July 15, 2020
China's capacity expansion forecast to push the country into second place in the regional rankings in 2022, trailing only Taiwan in size, says IC Insights.
Taiwan edges South Korea as largest base for IC wafer capacity
June 25, 2020
China capacity expansion forecast to push the country into second place in the regional rankings in 2022, trailing only Taiwan in size.
NOR Flash ASP to potentially drop in 2H20
June 23, 2020
NOR Flash buyers found that their inventories were low and stepped up their procurement efforts as they anticipated the growing risk of COVID-19 causing disruptions in the supply chain.
TI maintains firm grip as world's top analog IC supplier
June 01, 2020
TI's 2019 analog marketshare grew to 19% and ST climbed to fourth place as the top-10 suppliers collectively accounted for 62% of total analog sales.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020
TrendForce 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
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May 13, 2020
The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
