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Tale of two halves for DRAM market
November 24, 2022
The DRAM market often enjoys robust sales in the second half of the year when system makers place orders for memory to use in their new generation of products that they plan to release for the year-end holiday season. That scenario has not panned out this year.
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.
South Korea to get ASML's new hub
November 16, 2022
The Dutch semiconductor production equipment maker ASML will open a new support hub in South Korea.
SK hynix cuts investments by 50%
October 27, 2022
South Korean SK hynix recorded revenues of KRW 10.98 trillion (EUR 7.69 billion) during the third quarter of 2022, down from KRW 13.81 trillion (EUR 9.67) during the previous quarter.
KLA halts sales and support to China-based customers
October 11, 2022
The US supplier of process control and yield management systems for the semiconductor industry will reportedly cease some supplies and services to China-based customers.
Added pressure on China – US restrictions now include memory
October 10, 2022
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
Supplier pricing clash crashes prices to reduce inventory
September 26, 2022
According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders, causing wafer pricing to drop by 30-35% in 3Q22.
Demand remains stagnant, supply chain inventories remain high
September 23, 2022
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.
The semiconductor market's slowdown picks up speed
September 22, 2022
The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker.
Solidigm to build US R&D facility, adds 1,900 jobs
September 15, 2022
Semiconductor company Solidigm has announced a research and development facility in Rancho Cordova, California, which will be home to 1,900 jobs in Greater Sacramento
SK hynix to invest €10.9 billion in new fab
September 06, 2022
The South Korean semiconductor giant plans to break ground on a new fabrication plant in Cheongju in October 2022. The current plan is to complete construction in early 2025.
Total 2Q22 NAND flash revenue increases 1.1% QoQ
September 02, 2022
According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident.
2Q22 enterprise SSD revenue growth to reach 31% QoQ
August 29, 2022
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages.
Q3 NAND flash product price drop deteriorates to 13~18%
August 24, 2022
As rising inflationary pressure continues to weaken the global economy, demand for various consumer applications has been downgraded since the second quarter and is expected not improve until the end of the year.
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.
June swoon – IC sales turn negative
August 04, 2022
A never-before-seen decline in June IC market driven by steep drop in memory pricing, says IC Insights.
Americas’ chip suppliers continue to dominate R&D spending
July 29, 2022
Despite political and national security concerns about U.S. domestic semiconductor production, American companies continue to account for more than half of the global chip industry’s total spending on research and development, according to IC Insights.
Americas’ chip suppliers continue to dominate R&D spending
July 25, 2022
Despite political and national security concerns about U.S. domestic semiconductor production, American companies continue to account for more than half of the global chip industry’s total spending on research and development, according to the latest annual analysis of R&D expenditures by IC Insights.
SK Hynix is hitting the brakes on factory expansion
July 22, 2022
South Korean memory maker SK Hynix is reportedly withholding a factory capacity expansion plan.
South Korea to make large AI semiconductor investment
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July 12, 2022
The South Korean is reportedly looking to strengthen its domestic sector for artificial intelligence semiconductors with an investment of over half a billion dollars.
