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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
August 23, 2019
Sony was the only top-15 semiconductor supplier to register year-over-year growth in 1H19. IC Insights details the development.
Top 10 DRAM module suppliers by revenue, which grew by over 40% YoY in 2018
August 21, 2019
According to the latest global DRAM module supplier rankings by DRAMeXchange, a division of TrendForce, although DRAM prices took a downturn in 2H18, ASP for the whole year came above 10% in 2017.
Micron starts volume production of 1z nm DRAM process node
August 19, 2019
The Boise Idaho memory company says it has started mass production of 16Gb DDR4 products using 1z nm process technology.
2Q DRAM revenue Falls by 9.1% QoQ - 3Q quotes still set to fall
August 14, 2019
According to investigations by DRAMeXchange, a division of TrendForce, quote trends for various products, including commodity DRAM, server DRAM and consumer DRAM, fell by nearly 30%, with the exception of discrete mobile DRAM/ eMCP products, whose declines fell within the 10-20% range.
76% of IC products expected to see flat growth in 2019
August 12, 2019
After flying high for two years, DRAM sales growth is forecast to rank last in 2019, worst among all IC categories; NAND flash sales decline close behind.
Samsung narrows Intel’s global chip market lead in Q2
August 09, 2019
Intel in the second quarter maintained its position as the world’s largest semiconductor supplier, although second-placed Samsung managed to close the gap due to renewed vigour in some key memory products.
DRAM expected to remain largest IC market
August 06, 2019
Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again in 2019 with sales reaching USD 62.0 billion, down from USD 99.4 billion in 2018.
Spot and contract prices split ways
August 01, 2019
DRAMeXchange finds that although spot prices have increased by 24% on average since the start of July, the scale of the spot market is too small to relieve suppliers of their high inventory levels by any noticeable amount.
Mobile DRAM prices continue declining by over 10% in 3Q19
July 30, 2019
Investigations by DRAMeXchange show peak season demand growth and, in turn, production volume growth for the smartphone market in 3Q weakening in comparison to previous peak-seasons, for which production volume growths of 10% QoQ and above were the norm.
Semi content in electronic systems forecast to drop to 26.4% in 2019
July 18, 2019
IC Insights forecasts that the 2019 global electronic systems market will grow 4% to USD 1,680 billion. In contrast, the worldwide semiconductor market is expected to drop by 12% this year to USD 443.8 billion after exceeding the USD 500.0 billion level for the first time last year.
DRAM Capex to plunge 28% in 2019
July 17, 2019
One of the significant questions facing the IC industry in the second half of 2019 is if and when the DRAM market will rebound.
Japan-South Korea trade tension affects DRAM prices
July 16, 2019
DRAM/NAND prices will be affected - short term - by the Japan-South Korea trade tension and the Toshiba outage (evertiq reported). Long term effects will depend on inventory levels, says market researcher TrendForce.
Tsinghua to enter the DRAM business
July 01, 2019
This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.
US companies dominate worldwide IC marketshare
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June 20, 2019
China and Taiwan companies register double-digit shares in the fabless segment but very low shares of the IDM IC segment.
