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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
April 20, 2020
Semiconductor producers hoping to keep capital spending plans intact despite virus outbreak.
Global fab equipment spending poised for 2021 record high
March 10, 2020
Global fab equipment spending promises to rebound from its 2019 downturn and see a modest recovery this year before a sharp uptick drives record investments in 2021, according to SEMI.
Data Center Clients pushes NAND flash revenue near 10% growth
February 25, 2020
4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients, says the DRAMeXchange research division of TrendForce.
Plessey partners with Axus Technology
February 21, 2020
Plessey, an embedded technologies developer, is partnering with Axus Technology (Axus), a provider of CMP, wafer thinning and wafer polishing surface-processing solutions for semiconductor applications, to bring high-performance GaN-on-Silicon monolithic microLED technology to the mass market.
5 semiconductor companies hold 53% of global wafer capacity
February 18, 2020
The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, says IC Insights.
Global DRAM revenue holds steady in 4Q19
February 18, 2020
The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019
January 14, 2020
Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.
1Q/20 Graphics DRAM price sees sharp upturn
December 31, 2019
Server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes.
Aixtron qualified for MicroLED production at PlayNitride
December 11, 2019
PlayNitride Inc., has qualified Aixtron's AIX G5+ C MOCVD system for the manufacturing of GaN-based (gallium nitride) MicroLEDs.
Semiconductor market suffers another plunge in Q3
December 09, 2019
With revenue plunging by a gut-wrenching 14.7% in the third quarter, the global semiconductor market appears destined for a year of double-digit decline, despite some signs of growth in the critical memory segment, says IHS Markit.
3Q19 NAND Flash revenue grows amidst resurging pre-peak season demand
November 25, 2019
3Q19 NAND flash industrial revenue showed a nearly 15% growth of total bit shipment, owing to the seasonality-driven demand for products shipments and the additional product shipment made available in preparation for U.S. tariffs, says the DRAMeXchange research division of TrendForce.
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.
Intel to reclaim No.1 semiconductor supplier ranking in 2019
November 19, 2019
IC Insights says that only three among the top-15 semiconductor suppliers are forecasted to show growth this year.
Decline in Q4 DRAM contract prices lessens as buying momentum recovers
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November 12, 2019
According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%.
