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Price drop of NAND flash products for 1Q22 expected
January 24, 2022
NAND Flash prices for 1Q22 are expected to decline by 8-13% QoQ, compared to TrendForce’s previous forecast of 10-15% QoQ, primarily due to PC OEMs’ increased orders for PCIe 3.0 products and the impact of the lockdown in Xi’an on PC OEMs’ price negotiation approaches.
Gartner: global semiconductor revenue grew 25.1% in 2021
January 20, 2022
Worldwide semiconductor revenue increased 25.1% in 2021 to total USD 583.5 billion, crossing the USD 500 billion threshold for the first time, according to preliminary results by Gartner, Inc.
From Micron to Intel – David Zinsner joins as CFO
January 11, 2022
Intel has appointed David Zinsner as the company’s executive vice president and chief financial officer (CFO), effective Jan. 17, 2022.
Fire at ASML Berlin may impact EUV optical component supply
January 05, 2022
A fire occurred at ASML’s factory in Berlin, Germany on January 3. According to TrendForce’s preliminary inquiry, approximately 200 square metre out of a factory floor covering 32,000 square metre was affected by the fire.
Micron updates on the situation in Xi’an, China
January 04, 2022
Micron Technology says it is in full compliance with the Xi’an Government’s city closure, which took effect on December 23, 2021.
Samsung’s Xi’an production unaffected amidst lockdown
December 27, 2021
The Chinese city of Xi’an has been placed under lockdown due to a local outbreak of the Delta variant, although it remains uncertain as to when the lockdown will end, according to TrendForce’s latest investigations.
NAND Flash ASP to undergo 10-15% QoQ decline in 1Q22
December 15, 2021
Demand for NAND Flash products will undergo a noticeable and cyclical downward correction in 1Q22 as major smartphone brands wind down their procurement activities for the peak season and ODMs prepare for the New Year holidays, according to TrendForce’s latest investigations.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22
December 13, 2021
Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
Micron plans new memory design centre
December 07, 2021
Micron Technology says it's planning to open a new memory design centre in Midtown Atlanta, expanding the company’s reach into the Southeast of the U.S.
Micron and UMC team up to strengthen supply chains
December 02, 2021
Micron says it is expanding its business relationship with United Microelectronics Corporation (UMC), which will provide "Micron opportunities to secure supply for automotive, mobile and critical customers into the future."
Jade Micron Installs new Hentec/RPS system in Singapore
November 26, 2021
Jade Micron Pte Ltd. has purchased a new Pulsar solderability system from Hentec Industries/RPS Automation.
Micron and UMC reaches a global settlement
November 26, 2021
According to the global settlement agreement, both companies will globally withdraw their complaints against the other party, and UMC will make a one-time payment of an undisclosed amount to Micron.
NAND Flash revenue rises by 15% QoQ for 3Q21
November 24, 2021
The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.
Global OSAT revenue reaches $8.89 billion in 3Q21
November 23, 2021
As the global vaccination rate rose, and border restrictions in Europe and North America eased, social activities also began to enter a period of recovery, with the consumer electronics market seemingly ready for the arrival of the traditional peak season in 2H21, according to TrendForce’s latest investigations.
Top25 semiconductor suppliers' sales growth to skyrocket
November 18, 2021
The semiconductor market is forecast to increase 23% this year, fueled by changing habits caused by the Covid-19 pandemic and the subsequent economic rebound from it in 2021, says IC Insights. The market research company also provides a projected ranking of the top 25 semiconductor suppliers based on sales growth rate.
TI plans massive semiconductor wafer fab expansion
November 18, 2021
Texas Instrument says it plans to start construction on its new 300-millimeter semiconductor wafer fabrication plants in Sherman, Texas. The company says that the site has the potential for up to four fabs to meet demand over time. Construction of the first and second fabs is set to begin in 2022.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021
DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021
Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
TI is now the owner of a 300mm fab in Utah
October 26, 2021
The previously announced USD 900 million deal has closed and the former Micron 300mm fab in Lehi, Utah is now in the hands of Texas Instruments.
Micron pledges $150 billion investment in manufacturing
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October 20, 2021
The US memory manufacturer has announced that it plans to invest more than USD 150 billion globally in in manufacturing and R&D over the next decade; all in order to address the 2030-era demand for memory.
