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Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
DRAM market deflates – cyclical downturn looms
September 21, 2022
A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights
Limited impact on production following Taiwanese earthquake
September 19, 2022
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon, an earthquake with a magnitude of 6.8 on the Richter scale occurred in Chishang Township, Taitung.
Global 2Q22 DRAM revenue grows by 6.5% QoQ,
August 15, 2022
According to TrendForce investigations, 2Q22 DRAM industry revenue reached USD 25.59 billion, growing 6.5% QoQ.
Are Micron and the Taiwanese semi suppliers the canaries in the coal mine?
August 02, 2022
Early warning signs of a turning point in the semiconductor industry cycle becoming more evident.
Nanya breaks ground on new fab in Taiwan
June 23, 2022
Nanya Technology Corporation has broken ground on its new semiconductor fab in New Taipei City’s Nanlin Technology Park. Once completed, the NTD 300 billion (EUR 9.6 billion) investment will result in an advanced fab with a double-deck cleanroom.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce
May 18, 2022
According to TrendForce investigations, total DRAM revenue in 1Q22 decreased by 4.0% QoQ, reaching USD 24.03 billion. The primary reason for this drop stems from market inflation, weakening demand, and the outbreak of the Russian-Ukrainian war at the end of February affecting the performance of terminal consumption.
DRAM price drop forecast to continue in 2Q22 by 0-5%
March 28, 2022
According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power.
DDR3 consumer DRAM prices expected to rise 0-5% in 2Q22
March 07, 2022
Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs.
Semi industry capex forecasted to reach over $190B this year
March 02, 2022
2020-2022 is expected to become the first three year period of double-digit capex growth since 1993-1995.
Samsung unthreatened as top DRAM brand in 4Q21 ranking
February 17, 2022
While shipments from Samsung fell during the quarter – due to poor end-user demand. The company is still virtually unthreatened in TrendForce's latest ranking of the top DRAM brands based on revenue.
Overall DRAM output decreased nearly 6% QoQ in 4Q21
February 17, 2022
The pandemic has impeded the supply of many end-user devices such as smartphones, servers, PCs, and niche consumer electronics components, indirectly leading to a decline in a willingness on the procurement-end to stock relatively abundant memory chips, according to TrendForce research.
No major impact on Taiwan DRAM and foundry fabs following earthquake
January 04, 2022
An 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.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021
DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021
Despite 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.
DRAM prices projected to enter a period of downswing in 2022
October 12, 2021
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
DRAM revenue undergoes 26% increase QoQ for 2Q21
August 30, 2021
After 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.
Global PCB Top25: ZD Tech, Unimicron & DSBJ lead
August 24, 2021
In 2020 there were 128 manufacturers with revenue exceeding USD 100 million included in the list, up 6 from 122 in 2019, with a combined 10.3% growth rate from USD 62.342 billion to 68.789 billion.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ
May 11, 2021
Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
Nanya to build an advanced DRAM fab in New Taipei City
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April 21, 2021
Nanya Technology plans to – with the supports of New Taipei City Government and Central Government agencies – construct a new 12-inch advanced semiconductor fabrication plant with a double-deck cleanroom in Taishan Nanlin Technology Park in New Taipei City.
