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DRAM and NAND Flash prices expected to fall further in 2Q23
May 09, 2023
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.
Gartner: Global semiconductor revenue to decline 11% in 2023
April 26, 2023
Global semiconductor revenue is projected to decline 11.2% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market totalled USD 599.6 billion, which was marginal growth of 0.2% from 2021.
US CHIPS Act will slow down Chinese chip development for years
April 17, 2023
Recent updates to the US CHIPS and Science Act by the US Department of Commerce stipulate that beneficiaries of the act will be restricted in their investment activities – for more advanced and mature processes – in China, North Korea, Iran, and Russia for the next ten years. Restrictions that will limit Chinese semiconductor development for the next decade, says TrendForce.
Adeia signs long-term patent license deal with Kioxia
April 04, 2023
flash memory and solid-state drive specialist Kioxia Corporation entered into a long-term agreement to license Adeia’s semiconductor patent portfolio, including those relating to hybrid bonding.
ASP of NAND flash products will continue to fall 5~10% in 2Q23
March 31, 2023
Although NAND suppliers have continued to roll back production, there is still an oversupply of NAND Flash as demand for products such as servers, smartphones, and notebooks is still too weak.
Global NAND flash revenue reports 25% QoQ decline in 4Q22
March 17, 2023
TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20–25%.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
Samsung, Micron, and SK Hynix owns the bulk of leading-edge wafer capacity
February 28, 2023
76% of leading-edge capacity was held by Samsung, Micron, and SK Hynix at the end of 2022, with the majority going toward the development of advanced DRAM and 3D NAND.
Server DRAM will overtake mobile DRAM in supply in 2023
February 20, 2023
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products.
Western Digital to cut production and costs
February 07, 2023
Western Digital recently released its second quarter 2023 financial report, in which the company says that it will “continue to take action to reset the business in response to the post-pandemic environment.”
YMTC to slash 10% of the workforce
January 31, 2023
Late last year Chinese memory chipmaker, Yangtze Memory Technologies Corp (YMTC), was added to the US “entity list” – a trade blacklist. Now the company is reportedly getting ready to reduce its workforce by up to 10%.
Western Digital in advanced talks of a merger with Kioxia
January 23, 2023
Memory chip manufacturers Western Digital Corp and Kioxia Holdings are reportedly in advanced talks regarding a possible merger.
Global semiconductor revenue grew 1.1% in 2022
January 18, 2023
According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making up 77.5% of the market.
QoQ decline in NAND Flash ASP will narrow to around 10~15%
January 05, 2023
TrendForce’s latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development, the vicious cycle of suppliers undercutting each other has been brought under control to some degree as well.
10 events that defined the industry in 2022
December 28, 2022
2022 has been, just like the years before it, a special year. Supply chain issues, geopolitical tension and the resurgence of the pandemic has kept the industry on its toes.
YoY growth of NAND Flash demand bits will stay under 30%
December 27, 2022
Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years as the effects of the COVID-19 pandemic were spurring procurement activities related to working and studying from home.
Faced with US sanctions, China prepares $143 billion chip support package
December 20, 2022
China is reportedly preparing a support package – worth more than 1 trillion yuan (USD 143 billion) – to aid its domestic semiconductor industry.
YMTC could abandon 3D NAND flash market by 2024
December 16, 2022
Chinese memory manufacturer YMTC is at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15, TrendForce reports.
Intelligent Memory secures additional distribution muscles
December 07, 2022
DRAM and Flash memory product supplier, Intelligent Memory (IM), is growing their distribution channel presence via a new distribution partnership in EMEA with Ineltek.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
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December 05, 2022
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
