Sponsored content by FusionManufacturers Reassess their Supply Chains Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
Sluggish demand leads to lower prices for NAND Flash wafer
May 10, 2022According to TrendForce research, looking at NAND Flash wafers, the pricing of which more sensitively reflects the market, suppliers are increasingly motivated to cut prices in exchange for sales due to weak retail demand since March and a more conservative outlook for shipments of other end products.
NAND and DRAM are poised to hit new revenue records
May 09, 2022Market research and strategy consulting company, Yole Développement, says that despite the numerous global challenges, the memory market will grow to over USD 260 billion in 2027.
Simmtech opens new Malaysian manufacturing facility
May 09, 2022South Korean manufacturer for semiconductor packaging substrate and HDI PCBs, Simmtech, has officially opened its Malaysia-based subsidiary, SUSTIO Sdn. Bhd. in Batu Kawan Industrial Park, Penang.
Gartner: Global semiconductor revenue to grow 13.6% in 2022
April 28, 2022Global semiconductor revenue is projected to total USD 676 billion in 2022, an increase of 13.6% from 2021, according to Gartner, Inc.
Top 5 wafer capacity leaders raise their global share to 57%
April 21, 2022At the end of 2021, 57% of the industry’s total monthly wafer capacity was owned by just five companies. One year earlier the share held by the top five was 56% and back in 2018 it was 53%. If we go back a decade, that share was about 40%, according to Knometa Research.
Samsung’s Xian expansion goes live – full speed ahead
April 01, 2022The South Korean semiconductor manufacturer recently completed the expansion of its second NAND flash plant in Xian, China and is now ready for full scale production.
NAND Flash pricing to gain 5~10% in 2Q22
March 30, 2022Market intelligence provider TrendForce expects the pricing of NAND Flash to increase 5~10% in 2Q22 in the wake of raw material contamination at Kioxia and WDC in early February.
2022 flash memory CapEx to reach $29.9B
March 15, 2022IC Insights forecasts NAND flash memory capital spending to rise 8% this year to USD 29.9 billion, surpassing the previous all-time high mark of USD 27.8 billion spent in 2018.
Total NAND Flash revenue drops 2.1% QoQ in 4Q21
February 22, 2022In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce’s investigations.
Ukrainian-Russian conflict affects semiconductor gas supply
February 16, 2022Ukraine is a major supplier of raw material gases for semiconductors including neon, argon, krypton, and xenon, according to TrendForce’s investigations.
Kioxia / WDC contamination incident expected to affect NAND prices
February 10, 2022WDC recently stated that certain materials were contaminated in late January at NAND Flash production lines in Yokkaichi and Kitakami, Japan which are joint ventures with Kioxia.
Material contamination at Kioxia / WDC JV fabs
February 10, 2022In two separate press releases, Western Digital Corp. and Kioxia Corporation, inform that contamination of certain material used in its manufacturing processes has occurred and is affecting production operations at the companies Yokkaichi and Kitakami flash fabrication facilities.
SK hynix forecasts improved supply chain in 2H
January 31, 2022The South Korean chipmaker is reporting consolidated revenue for 2021 was KRW 42.998 trillion (EUR 31.82 billion), up 35% YoY from KRW 31.900 trillion (EUR 23.60 billion) the year before.
Micron plans to close Shanghai DRAM operations
January 31, 2022The US semiconductor company is reportedly looking to refocus its Shanghai operation towards the production of NAND memory.
Price drop of NAND flash products for 1Q22 expected
January 24, 2022NAND 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.
Simmtech ready to open new Malaysian factory in 1Q22
January 14, 2022The South Korean manufacturer of PCBs and packaging substrate for semiconductors, is currently constructing its first large scale factory in Southeast Asia at Batu Kawan Industrial Park, Penang, Malaysia.
Global fab equipment spending to log record high in 2022
January 13, 2022Global fab equipment spending for front end facilities is expected to rise 10% YoY in 2022 to a new all-time high of over USD 98 billion, marking a third consecutive year of growth, SEMI highlighted in its World Fab Forecast report.
Neumonda brings Intelligent Memory to EMEA
January 11, 2022Neumonda, a specialty memory company with the “DNA” of former memory manufacturer Qimonda, announces that it has brought its subsidiary, Intelligent Memory (IM) – an independent manufacturer of industrial grade memory solutions – to Europe.
No major impact on Taiwan DRAM and foundry fabs following earthquakeLoad more news
January 04, 2022An earthquake that was around magnitude 6.0 on the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022.