NAND Flash revenue rises by 15% QoQ for 3Q21
November 24, 2021The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.
Is this the birth of a new German memory powerhouse?
November 16, 2021Two experts with experience from executive positions at Memphis Electronic and Qimonda, will lead a new venture – Neumonda – comprised of tree separate entities, a distributor, a manufacturer and technology focused company with a substantial IP.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
Global top 10 SSD module makers by market share
October 25, 2021The emergence of the COVID-19 pandemic led to severe delays in manufacturing and logistics. In particular, governments worldwide began implementing border restrictions in 2Q20 to combat the ongoing health crisis, leading to a sudden decline in order volumes for channel-market SSDs, according to TrendForce’s latest investigations.
NAND flash prices to enter cyclical downturn in 2022
October 21, 2021Contract prices of NAND Flash products are expected to undergo a marginal drop of 0-5% QoQ in 4Q21 as demand slows, according to TrendForce’s latest investigations.
Micron pledges $150 billion investment in manufacturing
October 20, 2021The US memory manufacturer has announced that it plans to invest more than USD 150 billion globally in in manufacturing and R&D over the next decade; all in order to address the 2030-era demand for memory.
Chip M&A deals reach USD 22bn; no mega-deals in sight
September 29, 2021After a record-high start in 1Q21, semiconductor merger and acquisition announcements cool off a bit without the “megadeals” seen in 2020.
NAND flash market will see falling quotes & declines in prices
September 24, 2021The latest analysis of the NAND Flash market from TrendForce finds that shipments have been below expectations for consumer electronics such as smartphones, Chromebooks, and TVs during this second half of the year. At the same time, demand remains sluggish for retail storage products including memory cards and USB drives.
Top trends for 2022 - what can we expect?
September 20, 2021Market researcher Trendforce has made prediction on what to watch out for in 2022. Here are three things the semiconductor industry might want to keep and eye on.
Global fab equipment spending projected to reach new high
September 17, 2021Powered by digital transformation and other secular technology trends, global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly USD 100 billion to meet soaring demand for electronics after topping a projected USD 90 billion this year, both new records,
DRAM revenue undergoes 26% increase QoQ for 2Q21
August 30, 2021After DRAM prices made a rebound into an upward trajectory in 1Q21, buyers expanded their DRAM procurement activities in 2Q21 as they anticipated a further price hike and insufficient supply going forward, according to market researcher TrendForce.
WD in possible USD 20 billion take-over of Kioxia?
August 30, 2021Western Digital is reportedly in "advanced talks for a possible USD 20 billion stock merger with Japanese chipmaker Kioxia".
NAND Flash revenue for 2Q21 rises by 10.8% QoQ
August 26, 2021NAND Flash suppliers’ Clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments, according to TrendForce.
Penetration rate of Ice Lake CPUs in server market to surpass 30% by 2022
August 23, 2021While the server industry transitions to the latest generation of processors based on the x86 platform, the Intel Ice Lake and AMD Milan CPUs entered mass production earlier this year and were shipped to certain customers, such as North American CSPs and telecommunication companies, at a low volume in 1Q21, according to market researcher Tren[b][/b]dForce.
Foxconn buys 6-inch wafer fab from Macronix
August 06, 2021Macronix, a designer and manufacturer in Non-Volatile Memory (NVM), and EMS-giant Foxconn, have signed an agreement for the sales of Macronix’s 6-inch wafer fab and equipment in Hsinchu Science Park to Foxconn for NTD 2.52 billion (USD 90.65 million).
Enterprise SSD contract prices likely to increase by 15% QoQ
August 03, 2021The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations.
NAND Flash contract prices to increase by 5-10% QoQ in 3Q21
July 16, 2021The recent wave of COVID-19 outbreaks in India has weakened sales of retail storage products such as memory cards and USB drives, according to TrendForce’s latest investigations.
Taiwan maintains edge as largest base for IC wafer capacity
July 15, 2021As a percent of worldwide total, China achieves largest increase in fab capacity at expense of all other regions, but still trails Taiwan, South Korea, and Japan in installed capacity.
Semiconductor equipment sales to reach $100B in 2022
July 14, 2021Global sales of semiconductor manufacturing equipment by original equipment manufacturers are forecast to surpass USD 100 billion next year, a new high, after jumping 34% to USD 95.3 billion in 2021 compared to USD 71.1 billion in 2020, SEMI reports.
Samsung wins almost half of the smartphone memory marketLoad more news
July 08, 2021According to the latest research from Strategy Analytics, the global smartphone memory market clocked a total revenue of USD 11.4 billion in Q1 2021.