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.
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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.
DRAM quotes continue to fall in 2Q
May 28, 2019
According to the latest investigations by DRAMeXchange, a division of TrendForce, DRAM prices have faced mounting pressure to trend down in 1Q, the traditional offseason.
DRAM revenue took a turn for the worse in 4Q18
February 26, 2019
DRAM quotes have taken a turn for the worse in 4Q18, causing the total revenue in the DRAM industry to fall. Due to high inventory levels on the demand end, purchases have become few and little, in turn causing a sales bit decline QoQ for most DRAM vendors, according to Investigations by DRAMeXchange, a division of TrendForce.
DRAM industry: Manufacturers’ profitability may approach peak
November 21, 2018
The total revenue of the global DRAM industry grew by 9% QoQ, and again hit a new record high in 3Q18, reports DRAMeXchange, a division of TrendForce.
DRAM market saw record high revenue again in 2Q18
August 13, 2018
The global DRAM revenue grew by 11.3% QoQ (from previous quarter) to reach another record high in 2Q18, according to DRAMeXchange, a division of TrendForce.
Global Mobile DRAM revenue reached a new record high in 1Q18
May 21, 2018
The smartphone market entered its traditional off-peak season earlier in the middle 4Q17 as the new devices released during 2H17 did not trigger a high level of replacement demand as anticipated.
DRAM supply to remain tight
October 10, 2017
DRAMeXchange, a division of TrendForce, forecasts that the global DRAM supply for 2018 will show an annual bit growth of just 19.6%, which is another low in recent years.
4.6% sequential gain for average contract price of PC DRAM modules
August 07, 2017
DRAM prices began to rise in the second half of 2016 and have maintained a strong upward momentum through the first half of 2017, according to data from DRAMeXchange, a division of TrendForce.
Suspension of Inotera’s Fab disrupts DRAM market
July 05, 2017
Inotera, which is also known as Micron Technology Taiwan, suspended the operation of Fab-2, one of its two fabrication plants in Taiwan’s Taoyuan City, on July 1, 2017.
1Q/17 Global DRAM revenue rose by 13.4% QoQ
May 22, 2017
The global DRAM revenue reached a new record high in the first quarter of 2017, reports DRAMeXchange, a division of TrendForce.
Three companies expected to increase capex spending by 25%
March 06, 2017
Eleven companies are forecast to have semiconductor capital expenditure budgets greater than USD 1.0 billion in 2017, and account for 78 percent of total worldwide semiconductor industry capital spending in 2017.
Global Mobile DRAM revenue grew 20% sequentially in 4Q
February 28, 2017
Smartphone shipments remained strong in the final quarter of 2016. The market withdrawal of Samsung flagship Galaxy Note 7 turned consumer demand towards devices from other brands such as Apple, Huawei and LG.
Global DRAM revenue jumped 18.2% sequentially in 4Q/2016
February 16, 2017
Peak season demand and surging prices for DRAM products across different applications resulted in an 18.2% sequential growth in the global DRAM revenue for the final quarter of 2016, reports DRAMeXchange, a division of TrendForce.
Micron completes acquisition of Inotera Memories
December 15, 2016
Micron Technology has completed the acquisition of Inotera Memories, Inc. Micron acquired all of Inotera's outstanding shares for consideration worth NTD 30 or approximately USD 0.94 per share.
Nanya completes acquisition of Micron shares
December 06, 2016
Micron Semiconductor Taiwan (MST) and Inotera Memories, will complete a share swap transaction on December 6, 2016.
Global mobile DRAM revenue rose 16.8% sequentially in Q3
November 24, 2016
Sales of mobile DRAM surged in the third quarter as the smartphone industry was in its traditional inventory buildup season and the global DRAM market enjoyed an across-the-broad price increase, reports DRAMeXchange, a division of TrendForce.
Tsinghua Unigroup and XMC team up
July 29, 2016
China’s state-backed technology conglomerate Tsinghua Unigroup has acquired a majority stake in XMC, a major compatriot semiconductor manufacturer, and brought it under a new holding company called Yangtze River Storage Technology.
Micron-Inotera deal faces further delays
June 20, 2016
Inotera held a brief press conference on 6/13, 2016, stating that Micron has decided to delay the schedule of merging Inotera, and the future update will be announced in later part of this year.
Micron provides an update on Inotera acquisition
June 08, 2016
While the acquisition was initially expected to close in mid-July 2016, the parties have concluded that closing the transaction on this timeframe is not possible.
Micron / Inotera deal moves forward
February 08, 2016
Last December the Micron and Inotera Memories signed an agreement for Micron to acquire the remaining interest in Inotera of Taiwan, and now the two companies have reached a definitive agreement as the acquisition moves forward toward its completion in the middle of this year.
Samsung, TSMC remain tops in available wafer fab capacity
January 08, 2016
Collectively, the top 10 leaders had installed capacity of 11,737K wafers/month at the end of the year, which equates to 72 percent of global capacity and up slightly from 10,885K wafers/month or 71 percent in 2014.
Nanya to become a major shareholder in Micron
December 15, 2015
Nanya is planning to acquire Micron's equity. The companies recently entered into a licensing agreement regarding Micron's 1x and 1y DRAM technologies.
Micron to acquire remaining shares of Inotera Memories
December 14, 2015
Micron Technology will acquire the remaining shares of Taiwan's Inotera Memories for a consideration of NTD 30 per share, or approximately USD 0.92 per share.
Korean and Taiwanese companies control 56% of 300mm fab capacity
December 23, 2014
South Korean and Taiwanese chip companies are well known for manufacturing prowess when it comes to efficiently fabricating huge amounts of IC wafers.
DRAM industry profits to stabilize
October 09, 2014
Construction of Samsung and SK Hynix's new fabrication plants will be finished in 2015, and next year's plans for manufacturing capacity are currently being changed, according to DRAMeXchange, a division of Taiwan-based market intelligence firm TrendForce.
Q3 DRAM contract prices to show 5-10% growth
June 13, 2014
TrendForce: Q3 DRAM contract prices to show 5-10% growth with decline in PC DRAM supplies.
Samsung, TSMC, and Micron top list
January 09, 2014
As of December 2013, Samsung had the most installed wafer capacity with nearly 1.9 million 200mm-equivalent wafers per month!
DRAM market adjusts to post-PC era
October 17, 2013
Having slimmed down and gained some self-discipline, the DRAM business is posting its highest profits in nearly three years, allowing suppliers to thrive despite the decline of the PC business that once dominated market demand.
DRAM revenue increases 11% QoQ
August 14, 2013
TrendForce: global mobile DRAM revenue increases 11% QoQ in 2Q13, SK Hynix emerges as industry’s dark horse.
New Micron Group’s market share nearly on par with Samsung
August 01, 2013
Following the finalization of the merger, the new Micron group’s DRAM wafer volume will reach up to 350K per month, which is significantly higher than SK Hynix’s 270K and close to Samsung’s 360K.
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