Security that builds value: managed NAND as a foundation for IoT security
January 15, 2021One of the fastest growing markets in the semiconductor industry is that of non-volatile memory (NVM). Among the main drivers for this enormous growth in data generation are vast movements towards cloud storage, the Internet of Things (IoT), and autonomous driving.
Five mega-deals pushed M&A value to $118B last year
January 13, 2021The value of the mergers and acquisitions seen last year within the semiconductor industry set a new record. Five big acquisition announcements and more than a dozen smaller deals in 2020 pushed the total value of M&A agreements in the year to an all-time high of USD 118.0 billion, surpassing the previous record of USD 107.7 billion reached in 2015
7/5nm processes drive foundry capital spending
December 29, 2020Following spending of $106.1 billion in 2018 and $102.5 billion in 2019, worldwide semiconductor capital spending is expected to grow 6% to $108.1 billion in 2020, writes market researcher IC Insights.
Automotive IC Revenue to Reach US$21 Billion in 2021
December 28, 2020As consumer market demand gradually recovers, global automobile shipment is expected to reach 83.5 million units in 2021, according to TrendForce’s latest investigations.
Prices of NAND flash controller ICs poised to rise by 15-20%
December 23, 2020In the upstream semiconductor industry, the major foundries such as TSMC and UMC are reporting fully loaded capacities, while in the downstream, the available production capacity for OSAT is also lacking, according to TrendForce’s latest investigations.
Record growth projected for semiconductor equipment market
December 16, 2020Global sales of semiconductor manufacturing equipment by OEM’s are projected to increase 16% from USD 59.6 billion in 2019 and register a new industry record of USD 68.9 billion in 2020, SEMI reports.
Oversupply to continue affecting NAND flash prices
December 14, 2020The percentage distribution of 2021 NAND Flash bit demand by application currently shows that client SSD accounts for 31%, enterprise SSD 20%, eMMC/UFS 41%, and NAND wafer 8%, according to TrendForce’s latest investigations.
Swissbit continues growth strategy via the acquisition of Hyperstone
December 11, 2020Swissbit and Hyperstone, specialist supplier of flash memory controllers, set to jointly develop new products for embedded IoT and security solutions.
Kioxia to expand with a second 3D flash fab in just two months
December 11, 2020The company will expand its Kitakami plant site with another facility, K2, to further increase its flash memory production capacity.
DRAM ASP to recover from decline in 1Q21
December 10, 2020The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says to TrendForce.
DRAM leads in revenue, NAND with top percentage growth in 2020
December 09, 202021 of 33 IC product categories to see positive growth in 2020 demonstrating remarkable resilience of IC market during pandemic-induced global economic downturn, says IC Insights.
NAND Flash revenue for 3Q20 up by only 0.3% QoQ due to weak server sales
November 26, 2020Total NAND Flash revenue reached USD 14.5 billion in 3Q20, a 0.3% increase QoQ, while total NAND Flash bit shipment rose by 9% QoQ, but the ASP fell by 9% QoQ, according to TrendForce’s latest investigations.
Wafer capacity by feature size shows strongest growth at <10nm
November 25, 2020IC capacity for leading-edge (<10nm) processes is expected to grow and become the largest portion of monthly installed capacity across the industry beginning in 2024, based on information in IC Insights’ Global Wafer Capacity 2020-2024 report.
Rising shipments and falling prices limit DRAM revenue growth in 3Q20
November 23, 2020DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from prior to the September 15 deadline of U.S. sanctions prohibiting the shipment of tech products to Huawei, according to TrendForce’s latest investigations.
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300mm fab spending to boom through 2023 with two record highs
November 04, 2020Powering the growth is rising demand for cloud services, servers, laptops, gaming and healthcare technology. Fast-evolving technologies such as 5G, IoT, automotive, AI and machine learning that continue to fuel demand for greater connectivity, large data centers and big data are also behind the increase.
Kingston, ADATA, Tigo take the top among global SSD module makers
October 29, 2020The total worldwide shipments of branded SSDs bound for the channel (retail) market in 2019 reached 131 million units, showing an increase of almost 60% from 2018, according to TrendForce's latest investigations.
Kioxia to expand 3D flash memory production via new fab
October 29, 2020Kioxia Corporation says it will start construction of a fabrication facility (Fab7) at Yokkaichi Plant in the Mie Prefecture, Japan to expand production of its proprietary 3D Flash memory BiCS FLASHTM. Construction of the new fab is expected to commence during the spring of 2021.
SK Hynix holds second highest NAND market share via acquisition of Intel’s NAND capacity
October 21, 2020SK Hynix has announced today (Oct. 20) that it will acquire Intel’s NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for USD 9 billion.
SK hynix to acquire Intel NAND memory businessLoad more news
October 20, 2020The two parties have signed an agreement under which SK Hynix will acquire Intel's NAND memory and storage business for USD 9 billion.