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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
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.
The old Oregon Hynix plant has a new occupant
August 24, 2020
The old chip factory in Eugene, Oregon has been vacant for a dozen years, but now it could see new life as early as next year with the production of digital signage solutions for its new owner.
DRAM capex spending expected to decline 20% in 2020
August 20, 2020
The DRAM market is poised for a modest recovery in 2020, but suppliers are being very cautious, strategic, and thorough in their analysis of market conditions before they consider any further upgrades or decide to move ahead with any new DRAM wafer fab plans, says IC Insights.
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
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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.
