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Five mega-deals pushed M&A value to $118B last year
January 13, 2021
The 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
China to fall far short of its ‘Made in China 2025’ goals for ICs
January 08, 2021
IC Insights forecasts China-produced ICs will represent only 19.4% of its IC market in 2025, a fraction of the Made in China 2025 goal of 70%.
7/5nm processes drive foundry capital spending
December 29, 2020
Following 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.
Oversupply to continue affecting NAND flash prices
December 14, 2020
The 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.
DRAM ASP to recover from decline in 1Q21
December 10, 2020
The 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.
SK Hynix resumes production at its Chongqing, China plant
December 08, 2020
The South Korean semiconductor manufacturer’s plant in Chongqing, China is resuming production following a production halt due to worker's testing positive for COVID-19.
Specialty DRAM prices show stability for mainstream chips in November
December 03, 2020
Contract prices of mainstream products generally held steady in November following their stabilisation in the prior month, according to TrendForce.
Covid-19 halts Chinese SK Hynix plant
November 30, 2020
The discovery of an asymptomatic, but infected, employee brought SK Hynix’s plant in Chongqing, China to a halt on Sunday.
NAND Flash revenue for 3Q20 up by only 0.3% QoQ due to weak server sales
November 26, 2020
Total 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, 2020
IC 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.
Intel to keep its number One in 2020
November 24, 2020
Seven top-15 semiconductor suppliers forecast to show ≥22% growth this year with Nvidia expected to post a huge 50% increase, writes market researcher IC Insights in their latest report.
Rising shipments and falling prices limit DRAM revenue growth in 3Q20
November 23, 2020
DRAM 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.
SK hynix & Robert Bosch invests in memory startup
November 20, 2020
Ferroelectric Memory GmbH (FMC), a developer of ferroelectric hafnium oxide memory technology, has completed a USD 20 million Series B funding.
DRAM price erosion expected through the end of 2020
October 30, 2020
Price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending.
Kingston, ADATA, Tigo take the top among global SSD module makers
October 29, 2020
The 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.
SK Hynix holds second highest NAND market share via acquisition of Intel’s NAND capacity
October 21, 2020
SK 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 business
October 20, 2020
The two parties have signed an agreement under which SK Hynix will acquire Intel's NAND memory and storage business for USD 9 billion.
Top 10 tech industry trends for 2021
October 06, 2020
As the DRAM industry officially enters the EUV era, NAND Flash stacking technology advances past 150L, says TrendForce as it provides its forecast of 10 key trends in the tech industry for 2021.
Top-10 semiconductor suppliers continue to grow in Q2
September 30, 2020
Building on Q1’s bullish growth in weak market conditions, the world’s top-10 semiconductor suppliers managed to continue their revenue growth at a rate of 2.4% in Q2 2020, PC and server sales continue to grow driven by COVID lockdown restrictions as working and learning from home are becoming the new norm.
NAND Flash revenue Rises 6.5% QoQ in 2Q20
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August 27, 2020
The NAND Flash industry benefitted from strong demand for PCs and servers in 2Q20 as the COVID-19 pandemic caused a demand surge for cloud services and technologies that are related to working from home, according to TrendForce’s latest investigations.
