Top semiconductor suppliers defy weak market conditions in Q1
June 24, 2020
Defying a decline in market revenue, the world’s top-10 semiconductor suppliers managed to generate revenue growth of 2.1% in the first quarter, as the companies benefitted from a COVID-19-driven increase in PC and server sales.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
COVID-19 highlights the gravity of the secondary market for SME
May 26, 2020
Cha Jin-Seok, Chief Financial Officer of SK Hynix, said it best in the company’s Q1 earnings call, “Because of a never experienced pandemic, even basic business activities such as maintaining normal operations and predicting future demand have become challenging tasks.”
NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20
May 25, 2020
NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to USD 13.6 billion.
As DRAM market enters period of price hikes, revenue drops
May 13, 2020
The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
Global semiconductor capex forecast to drop 3% again this year
April 20, 2020
Semiconductor producers hoping to keep capital spending plans intact despite virus outbreak.
Global fab equipment spending poised for 2021 record high
March 10, 2020
Global fab equipment spending promises to rebound from its 2019 downturn and see a modest recovery this year before a sharp uptick drives record investments in 2021, according to SEMI.
Data Center Clients pushes NAND flash revenue near 10% growth
February 25, 2020
4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients, says the DRAMeXchange research division of TrendForce.
EUV photoresist company Inpria raises $31 million in funding
February 21, 2020
Inpria, a pioneer in high-resolution metal oxide photoresists for extreme ultraviolet lithography (EUV), has secured USD 31 million in Series C funding from a broad syndicate including two of the biggest names within the semiconductor manufacturing space.
Workers to stay home as SK Hynix trainee had contact with virus patient
February 20, 2020
800 workers of the South Korean chipmaker has quarantined themselves – as a preventive measure – in order to keep the spread of the Coronavirus at bay.
5 semiconductor companies hold 53% of global wafer capacity
February 18, 2020
The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, says IC Insights.
Global DRAM revenue holds steady in 4Q19
February 18, 2020
The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
Xperi enters into a patent and technology license deal with SK hynix
February 11, 2020
Xperi Corporation has entered into a new patent and technology license agreement with semiconductor manufacturer SK hynix.
China memory production unaffected by Coronavirus
February 03, 2020
China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019
January 14, 2020
Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.
1Q/20 Graphics DRAM price sees sharp upturn
December 31, 2019
Server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes.
Semiconductor market suffers another plunge in Q3
December 09, 2019
With revenue plunging by a gut-wrenching 14.7% in the third quarter, the global semiconductor market appears destined for a year of double-digit decline, despite some signs of growth in the critical memory segment, says IHS Markit.
3Q19 NAND Flash revenue grows amidst resurging pre-peak season demand
November 25, 2019
3Q19 NAND flash industrial revenue showed a nearly 15% growth of total bit shipment, owing to the seasonality-driven demand for products shipments and the additional product shipment made available in preparation for U.S. tariffs, says the DRAMeXchange research division of TrendForce.
Demand for preemptive 3Q19 DRAM shipment rises
November 21, 2019
According to DRAMeXchange, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled their quarterly product shipment forward in an effort to avoid potential negative impacts from Trump’s impending tariffs.
Intel to reclaim No.1 semiconductor supplier ranking in 2019
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November 19, 2019
IC Insights says that only three among the top-15 semiconductor suppliers are forecasted to show growth this year.
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