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.
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.
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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.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
Japanese government gifts $1bn to Kioxia and Western Digital
February 07, 2024
The Japanese Ministry of Economy, Trade and Industry has said it will give Kioxia and Western Digital USD 1 billion to boost memory production.
Samsung opens DRAM research centre in Silicon Valley
January 29, 2024
Samsung's US research division, DSA, has launched a new lab to develop next-generation three-dimensional (3D) DRAM memory.
Canon to challenge ASML with 'nanoimprint' tech
January 29, 2024
Japanese imaging giant Canon is set to ship a new lithography tech that it says consumes 90% less power than ASML's market-dominating extreme ultraviolet (EUV) machines.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
Just 9 of the top 25 chip makers boosted revenue in 2023
January 19, 2024
The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.
Memory trends: What’s hot in semiconductor memory in 2024
January 12, 2024
If 2023 has proven one thing, then that semiconductor memory is not for the faint of heart. 2024 promises to get a lot better for memory manufacturers but it will also be a bit tougher for OEMs and IDMs who need to say goodbye to the bargain prices from 2023. What else will we see? Here are the top 5 memory trends for 2024.
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.
Semiconductor capacity to exceed 30m wafers a month in 2024
January 05, 2024
Resurgent market demand and government incentives will combine to drive up global semiconductor capacity to record levels this year, says new data from SEMI.
Global semiconductor capacity to reach new highs in 2024
January 03, 2024
Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, SEMI reports.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Sahasra to invest $42m in semiconductor packaging facility
December 15, 2023
Indian electronics group Sahasra is starting a three year program to become one of the first companies in the country to compete in the memory assembly, testing, marking and packaging (ATMP) space.
Global semiconductor equipment sales to hit $124B in 2025
December 12, 2023
Global sales of total semiconductor manufacturing equipment by OEMs are forecast to reach USD 100 billion in 2023, a contraction of 6.1% from the industry record of USD 107.4 billion posted in 2022, SEMI reports.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
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.
Gartner: semiconductor revenue to grow 17% in 2024
December 04, 2023
In its latest forecast, Gartner projects that global semiconductor revenue will grow 16.8% in 2024 and reach USD 624 billion. In 2023 however, the market is expected to to drop 10.9%, reaching USD 534 billion.
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.
Global SSD shipments down 10.7% YoY in 2022
November 07, 2023
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021.
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.
Q4 NAND flash contract prices to climb 8~13%
October 17, 2023
TrendForce research indicates a significant rise in NAND Flash contract prices in the fourth quarter, with an anticipated hike of approximately 8~13%.
Q4 DRAM contract prices set to rise
October 16, 2023
TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
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 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.
Solidigm shuts down South Korean unit
September 19, 2023
Amid a sluggish NAND market Solidigm, a US-based memory chip company under the SK hynix banner, has shut down its unit in South Korea.
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%.
Global fab equipment spending recovery expected
September 13, 2023
Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year to USD 84 billion from a record high of USD 99.5 billion in 2022 before rebounding 15% YoY to USD 97 billion in 2024, SEMI reports
NAND Flash prices expected to stabilise and rebound in Q4
September 11, 2023
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
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