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Three companies held 94% of 2021 DRAM Marketshare
May 25, 2022
Over the past 30 years, the DRAM market has been characterised by periods of spectacular growth and years of devastating crashes. Most recently, the DRAM market fell 37% in 2019 but soared 42% in 2021.
China-based IC production to represent 21.2% of China IC market in 2026
May 19, 2022
Foreign companies – such as Samsung, SK Hynix, TSMC and others – are expected continue to comprise more than 50% of IC production in China through 2026, says IC Insights.
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.
Wafer capacity to climb 8.7% as 10 new fabs enter production
April 22, 2022
The volatile nature of the IC industry is reflected by large swings in annual wafer starts, says IC Insights. Over the past five years, for example, annual wafer start growth rates have ranged from -4.7% in 2019 to 19.0% growth in 2021.
Top 5 wafer capacity leaders raise their global share to 57%
April 21, 2022
At the end of 2021, 57% of the industry’s total monthly wafer capacity was owned by just five companies. One year earlier the share held by the top five was 56% and back in 2018 it was 53%. If we go back a decade, that share was about 40%, according to Knometa Research.
Gartner says global semiconductor revenue grew 26% in 2021
April 15, 2022
Worldwide semiconductor revenue totaled USD 595 billion in 2021, an increase of 26.3% from 2020, according to final results by Gartner, Inc.
SK hynix's CEO is eying a potential acquisition of Arm
March 30, 2022
The South Korean chip giant is reportedly reviewing the potential to acquire Arm through a consortium, following the British semiconductor company’s recent failed merger with Nvidia.
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.
Doosan enters the semiconductor space via acqusition
March 24, 2022
Doosan Corporation announces that it has decide to take over TESNA, a Korean semiconductor testing company, by acquiring all of the TESNA shares (38.7%) held by the company's largest shareholder, AI Tree Limited, for KRW 460 billion (EUR 343 million).
2022 flash memory CapEx to reach $29.9B
March 15, 2022
IC Insights forecasts NAND flash memory capital spending to rise 8% this year to USD 29.9 billion, surpassing the previous all-time high mark of USD 27.8 billion spent in 2018.
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.
SK hynix System IC relocation to China is still ongoing
March 04, 2022
SK hynix’s relocation plans to move its 8-inch semiconductor foundry subsidiary, SK Hynix System IC, to Wuxi, China is still ongoing. Previous reports suggested that the move of the production capacity would be completed in February – but that is not the case.
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.
Total NAND Flash revenue drops 2.1% QoQ in 4Q21
February 22, 2022
In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce’s investigations.
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.
SK hynix forecasts improved supply chain in 2H
January 31, 2022
The South Korean chipmaker is reporting consolidated revenue for 2021 was KRW 42.998 trillion (EUR 31.82 billion), up 35% YoY from KRW 31.900 trillion (EUR 23.60 billion) the year before.
Gartner: global semiconductor revenue grew 25.1% in 2021
January 20, 2022
Worldwide semiconductor revenue increased 25.1% in 2021 to total USD 583.5 billion, crossing the USD 500 billion threshold for the first time, according to preliminary results by Gartner, Inc.
SK ICT strengthen cooperation with Qualcomm
January 10, 2022
During a meeting at CES 2022, Park Jung-ho, Vice Chairman and CEO of SK Square and SK hynix, held a meeting with Cristiano Amon, President and CEO of Qualcomm Incorporated, to discuss cooperation in the field of ICT.
Fire at ASML Berlin may impact EUV optical component supply
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January 05, 2022
A fire occurred at ASML’s factory in Berlin, Germany on January 3. According to TrendForce’s preliminary inquiry, approximately 200 square metre out of a factory floor covering 32,000 square metre was affected by the fire.
