Chinese chip maker to U.S. firms: don’t worry
November 08, 2019On Friday, the chairman of China’s top state-run semiconductor company, Tsinghua Unigroup, had some advice for U.S. chipmakers, saying they should “relax and sleep well,” with regard to China’s semiconductor development.
Wafer capacity by feature size shows rapid growth at <10nm
October 18, 2019Leading-edge processes (<28nm) took over as the largest portion in terms of monthly installed capacity available in 2015. By the end of 2019, <28nm capacity is forecast to represent about 49 percent of the IC industry’s total capacity.
2Q/2019: Memory business is approaching bottom
October 16, 2019“Combined DRAM and NAND revenue was USD 25.4 billion in 2Q/2019, down 5% from Q1 and down 39% year-over-year as sluggish demand and elevated inventory levels continued to plague the memory markets”, says Simone Bertolazzi, Memory Technology & Market Analyst at Yole Développement.
Tsinghua Unigroup’s DRAM fab will have some hurdles to overcome
September 13, 2019Tsinghua Unigroup’s DRAM fab is scheduled for completion in 2021 but technology remains the biggest challenge to production, says TrendForce
Toshiba Memory could make huge gains from Lite-On’s SSD business
September 03, 2019Taiwan’s Lite-On Technology Corp. (Lite-On) announced on August 30 that it will offload the entire stake of its SSD business to Toshiba Memory Holdings Corp. (TMCHD).
Top-15 semiconductor suppliers’ sales fall by 18% in 1H19
August 23, 2019Sony was the only top-15 semiconductor supplier to register year-over-year growth in 1H19. IC Insights details the development.
76% of IC products expected to see flat growth in 2019
August 12, 2019After flying high for two years, DRAM sales growth is forecast to rank last in 2019, worst among all IC categories; NAND flash sales decline close behind.
Samsung narrows Intel’s global chip market lead in Q2
August 09, 2019Intel in the second quarter maintained its position as the world’s largest semiconductor supplier, although second-placed Samsung managed to close the gap due to renewed vigour in some key memory products.
DRAM expected to remain largest IC market
August 06, 2019Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again in 2019 with sales reaching USD 62.0 billion, down from USD 99.4 billion in 2018.
Wafer prices to grow against the trend
August 05, 2019DRAMeXchange estimates contract prices still trending down overall, but those for mainstream products shrinking due to the Toshiba outage directly impacting production.
Spot and contract prices split ways
August 01, 2019DRAMeXchange finds that although spot prices have increased by 24% on average since the start of July, the scale of the spot market is too small to relieve suppliers of their high inventory levels by any noticeable amount.
Semi content in electronic systems forecast to drop to 26.4% in 2019
July 18, 2019IC Insights forecasts that the 2019 global electronic systems market will grow 4% to USD 1,680 billion. In contrast, the worldwide semiconductor market is expected to drop by 12% this year to USD 443.8 billion after exceeding the USD 500.0 billion level for the first time last year.
Japan-South Korea trade tension affects DRAM prices
July 16, 2019DRAM/NAND prices will be affected - short term - by the Japan-South Korea trade tension and the Toshiba outage (evertiq reported). Long term effects will depend on inventory levels, says market researcher TrendForce.
Tsinghua to enter the DRAM business
July 01, 2019This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.
Toshiba still slowed down by power outage
June 28, 2019Toshiba Memory Corp. (TMC) reported that its main NAND Flash production base in Yokkaichi, Japan, experienced a 13-minute power outage on June 15.
US companies dominate worldwide IC marketshare
June 20, 2019China and Taiwan companies register double-digit shares in the fabless segment but very low shares of the IDM IC segment.
US ban takes a toll on Huawei - and its American suppliers
June 17, 2019Micron and Western Digital are facing immediate impacts; while Huawei faces longer-term storage-supply challenges, says IHS Markit.
Global fab equipment spending to rebound in 2020
June 12, 2019Global fab equipment spending will rebound in 2020, growing 20% to USD 58.4 billion after dropping 19% to USD 48.4 billion in 2019, according SEMI.
Revenues for NAND flash brands 1Q fall by 23.8% QoQ
May 31, 2019DRAMeXchange, a division of TrendForce, says that besides the effects from the traditional offseason 1Q this year, the weakening demand in 4Q18 has pushed smartphone and server OEMs to begin adjusting their inventories.
NAND Flash: 'Competition may get ugly'Load more news
May 30, 2019Due to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, YMTC, which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled.