Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Samsung to use MR-MUF tech in a bid to boost its HBM yields?
March 19, 2024
Korean memory giant Samsung is rumoured to have purchased a range of chipmaking equipment related to the mass reflow molded underfill (MR-MUF) method.
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NAND Flash industry revenue grows 24.5% in Q423
March 06, 2024
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
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.
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.
US prepares to hand out billions more to chip firms
January 29, 2024
The Biden Administration is set to announce a fresh round of subsidies as part of its USD 53 billion Chips and Science Act.
Micron to invest in Indian semiconductor talent pipeline
January 12, 2024
US firm Micron Technology has signed an agreement with India's NAMTECH educational initiative to nurture the country's next generation of semiconductor engineers.
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.
Takeover bid from Merck prompted state-backed move for JSR
January 08, 2024
Fresh reports in the FT speculate that the Japan Investment Corp's USD 6.4 billion tender offer for JSR was a defensive move against life sciences group Merck.
Modi: India should have started chip mission 30 years ago
January 01, 2024
India's Prime Minister Narendra Modi has admitted that successive governments overlooked the need to cultivate a domestic semiconductor industry.
Samsung chooses Japan for $280m chip packaging facility
December 21, 2023
South Korea's Samsung Electronics will spend USD 280 million over five years to build a new research and development facility for advanced semiconductors near Tokyo.
Albany University to build $10bn semiconductor R&D centre
December 15, 2023
The State University of New York at Albany has received USD 1 billion from the state and USD 9 billion from private investment to create a High NA Extreme Ultraviolet Lithography facility.
NAND Flash industry revenue grows 2.9% in 3Q23
December 05, 2023
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
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.
Chinese YMTC takes aim at Micron, launches lawsuit
November 13, 2023
Yangtze Memory Technologies Co (YMTC) of China has launched a lawsuit against US memory specialist Micron Technology, alleging infringement of eight of its patents.
The memory rollercoaster ride
November 08, 2023
The semiconductor industry and especially the semiconductor memory business is not for the faint of heart. The volatility that you regularly see in this market is unmatched by any other industry.
Mobile DRAM and NAND flash contract prices on the rise
October 26, 2023
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all – NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter.
Micron opens second assembly and test facility in Malaysia
October 13, 2023
US-based Micron Technology Inc has launched a new plant at Batu Kawan Industrial Park, Penang.
Micron starts construction on leading-edge memory fab
October 06, 2023
Micron Technology has officially started construction on the nation’s first new memory manufacturing fab in 20 years. The project is set to create 2,000 Micron jobs.
Micron breaks ground on Indian ATMP plant
September 25, 2023
Just three months after the plans were first unveiled, US memory specialist Micron has officially broken ground on its new assembly and test facility in Gujarat, India.
Q2 NAND flash revenue up 7.4%
September 14, 2023
TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10–15%.
Suppliers hike wafer contract prices
August 31, 2023
Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices.
Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
Micron seeks federal funding boost for chip production
August 23, 2023
On August 18, 2023, two subsidiaries of Micron Technology, Micron New York and Micron Idaho, each submitted applications seeking funding from the US CHIPS Act.
New AI accelerator chips boost HBM3 and HBM3e to dominate 2024 market
August 14, 2023
TrendForce reports that the HBM (High Bandwidth Memory) market's dominant product for 2023 is HBM2e, employed by the NVIDIA A100/A800, AMD MI200, and most CSPs' (Cloud Service Providers) self-developed accelerator chips.
Suppliers amp up production, HBM bit supply projected to soar
August 09, 2023
TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips.
Foxconn greenlights $194m components facility in India
August 01, 2023
Taiwan's Foxconn has signed an agreement with officials in Tamil Nadu to open a new plant in the Southern Indian state.
India: we'll rival China's chip industry inside a decade
July 31, 2023
India's minister for IT says the country's $10bn incentive programme will help India challenge China in the semiconductor space within ten years.
Powerchip targets Japanese JV to boost chip production
July 24, 2023
Taiwan chipmaker Powerchip Semiconductor Manufacturing says it wants to set up a new JV in Japan, which it will list in 'five to seven years'.
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