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7/5nm processes drive foundry capital spending
December 29, 2020
Following spending of $106.1 billion in 2018 and $102.5 billion in 2019, worldwide semiconductor capital spending is expected to grow 6% to $108.1 billion in 2020, writes market researcher IC Insights.
Foundry and DRAM manufacturing unaffected by Taiwan earthquake
December 15, 2020
An earthquake that was 6.7 in magnitude occurred off the eastern coast of Taiwan at 9:19 p.m. on December 10. Right after the earthquake had struck, TrendForce immediately began checking the operational statuses of the semiconductor plants in Taiwan and surveying the possible damages resulting from the event.
DRAM ASP to recover from decline in 1Q21
December 10, 2020
The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says to TrendForce.
Is This The Perfect Storm?
December 08, 2020
As we reach the end of a difficult year managing the many challenges caused by the COVID-19 pandemic, another series of challenges is rapidly coming into focus for EMEA and North American PCB manufacturers and their supply base.
NAND Flash revenue for 3Q20 up by only 0.3% QoQ due to weak server sales
November 26, 2020
Total NAND Flash revenue reached USD 14.5 billion in 3Q20, a 0.3% increase QoQ, while total NAND Flash bit shipment rose by 9% QoQ, but the ASP fell by 9% QoQ, according to TrendForce’s latest investigations.
Intel to keep its number One in 2020
November 24, 2020
Seven top-15 semiconductor suppliers forecast to show ≥22% growth this year with Nvidia expected to post a huge 50% increase, writes market researcher IC Insights in their latest report.
Rising shipments and falling prices limit DRAM revenue growth in 3Q20
November 23, 2020
DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from prior to the September 15 deadline of U.S. sanctions prohibiting the shipment of tech products to Huawei, according to TrendForce’s latest investigations.
DRAM price erosion expected through the end of 2020
October 30, 2020
Price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending.
Kingston, ADATA, Tigo take the top among global SSD module makers
October 29, 2020
The total worldwide shipments of branded SSDs bound for the channel (retail) market in 2019 reached 131 million units, showing an increase of almost 60% from 2018, according to TrendForce's latest investigations.
While close to settling legal case with US, UMC to focus more on foundry business
October 22, 2020
UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations.
Top 10 tech industry trends for 2021
October 06, 2020
As the DRAM industry officially enters the EUV era, NAND Flash stacking technology advances past 150L, says TrendForce as it provides its forecast of 10 key trends in the tech industry for 2021.
NAND Flash revenue Rises 6.5% QoQ in 2Q20
August 27, 2020
The NAND Flash industry benefitted from strong demand for PCs and servers in 2Q20 as the COVID-19 pandemic caused a demand surge for cloud services and technologies that are related to working from home, according to TrendForce’s latest investigations.
DRAM capex spending expected to decline 20% in 2020
August 20, 2020
The DRAM market is poised for a modest recovery in 2020, but suppliers are being very cautious, strategic, and thorough in their analysis of market conditions before they consider any further upgrades or decide to move ahead with any new DRAM wafer fab plans, says IC Insights.
Top semiconductor suppliers defy weak market conditions in Q1
June 24, 2020
Defying a decline in market revenue, the world’s top-10 semiconductor suppliers managed to generate revenue growth of 2.1% in the first quarter, as the companies benefitted from a COVID-19-driven increase in PC and server sales.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20
May 25, 2020
NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
Senate Dems to Trump: Release details of TSMC plant deal
May 21, 2020
Democratic lawmakers are pressuring the Trump administration to respond to serious questions about Taiwan Semiconductor Manufacturing Co Ltd’s (TSMC) plans to build a USD 12 billion plant in Arizona, which the company announced last week.
Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020
TrendForce believes that the latest updates to the sanctions will have a relatively low impact, in the short term, on Huawei’s shipment of smartphones, notebook computers, and servers – products for which Huawei is relatively well stocked on components.
As DRAM market enters period of price hikes, revenue drops
May 13, 2020
The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
Global semiconductor capex forecast to drop 3% again this year
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April 20, 2020
Semiconductor producers hoping to keep capital spending plans intact despite virus outbreak.
