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Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
December 05, 2022
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
Semiconductor market decline reshuffles top 10 ranking
November 29, 2022
Following a record run, the semiconductor market has cooled down and consumer confidence has waned resulting in a historic drop. But how does this affect the ranking of the top 10 semiconductor companies?
Tale of two halves for DRAM market
November 24, 2022
The DRAM market often enjoys robust sales in the second half of the year when system makers place orders for memory to use in their new generation of products that they plan to release for the year-end holiday season. That scenario has not panned out this year.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
Micron cuts back on production and Capex
November 17, 2022
In a response to current market conditions, Micron is reducing DRAM and NAND wafer starts by approximately 20% compared to the fourth quarter of 2022.
China does not exclude force to resolve “Taiwan issue”
October 18, 2022
President Xi Jinping, during the opening of a major party meeting, told the crowd that it is up to the Chinese people to resolve disputes with Taiwan – and that the country does not exclude the use of force to do so.
Global 300mm fab capacity to reach new high in 2025
October 12, 2022
Semiconductor manufacturers worldwide are forecast to expand 300mm fab capacity at a nearly 10% compound average growth rate (CAGR) from 2022 to 2025, reaching an all-time high of 9.2 million wafers per month (wpm), SEMI reports.
Micron to invest $100 billion in New York megafab
October 05, 2022
Micron says it will invest up to USD 100 Billion to build a megafab in central New York, creating approximately 9,000 direct Micron jobs.
Memory manufacturers initiate rare production reduction
October 03, 2022
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation, the Russian-Ukrainian war, and pandemic policies, demand in peak season was weak, resulting in inventory pressure that has extended from the buyer side to manufacturers.
The semiconductor market's slowdown picks up speed
September 22, 2022
The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker.
DRAM market deflates – cyclical downturn looms
September 21, 2022
A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights
Limited impact on production following Taiwanese earthquake
September 19, 2022
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon, an earthquake with a magnitude of 6.8 on the Richter scale occurred in Chishang Township, Taitung.
Strong earthquake shakes Taiwan
September 19, 2022
Updated: A 6.8 magnitude earthquake struck Taitung in the southeastern part of Taiwan on Sunday, local time, reports the Central Weather Bureau (CBW), the country's seismological center.
Micron breaks ground on new Idaho manufacturing fab
September 13, 2022
On the first of September Micron announced its plans to invest USD 15 billion in a new Idaho memory fab. Now, less than two weeks after, the US memory manufacturer has broken ground on its future fab in Boise, Idaho.
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The Best Way to Manage Inventory When Demand Drops
Inventory cycles often swing from "just-in-case" to “just-in-time,” but recent supply chain trends are pushing manufacturers to amass unnecessarily large inventories. Stockpiling as a safeguarding measure may seem level-headed on one hand, but experience has taught us that it can backfire, creating instability and fostering inflation.
Total 2Q22 NAND flash revenue increases 1.1% QoQ
September 02, 2022
According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident.
Micron to invest $15 billion in new Idaho fab
September 01, 2022
The US semiconductor manufacturer says that it plans to invest about USD 15 billion through the end of the decade to construct a new fab for memory manufacturing in Boise, Idaho – creating 2,000 direct Micron jobs.
2Q22 enterprise SSD revenue growth to reach 31% QoQ
August 29, 2022
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages.
Micron mulls new chip factory in Texas
August 26, 2022
Boise, Idaho-based Micron Technology is considering an expansion to Texas – more precisely building a new manufacturing facility in the small town of Lockhart.
Q3 NAND flash product price drop deteriorates to 13~18%
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August 24, 2022
As rising inflationary pressure continues to weaken the global economy, demand for various consumer applications has been downgraded since the second quarter and is expected not improve until the end of the year.
