Decline in DRAM ASP narrows to 10~15% in 2Q23
March 28, 2023TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter.
All-time high in store for global 300mm semiconductor fab capacity
March 28, 2023Semiconductor manufacturers worldwide are forecast to increase 300mm fab capacity to an all-time high of 9.6 million wafers per month (wpm) in 2026, SEMI reports.
Global NAND flash revenue reports 25% QoQ decline in 4Q22
March 17, 2023TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20–25%.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
2022, a record year for semiconductors – but it doesn’t feel like it
March 10, 20232022, the year that the semiconductor market reached an all-time high with total revenues hitting USD 595.7 billion, narrowly beating the previous high of USD 592.8 billion set in 2021. But why does it feel like 2022 was a struggle?
Global DRAM revenue fell by more than 30% in 4Q22
March 02, 2023According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to USD 12, 281 million for 4Q22.
Samsung, Micron, and SK Hynix owns the bulk of leading-edge wafer capacity
February 28, 202376% of leading-edge capacity was held by Samsung, Micron, and SK Hynix at the end of 2022, with the majority going toward the development of advanced DRAM and 3D NAND.
SK Hynix DRAM equipment damaged due to impure materials
February 22, 2023South Korean SK Hynix is reportedly facing some problems related to its DRAM production. According to reports some of its equipment have been damaged due to impurities in zirconium high-k materials used in the production.
Five ways manufacturers prepare for recession
January 25, 2023The electronic component industry has grown accustomed to a period of heightened demand as shortages have plagued supply and driven up pricing. Now that inflation and the global economic downturn have begun to impact consumer behavior, the market is experiencing declines across numerous verticals. The changes in forecasts for the remainder of the year and predictions for Q1 of 2023 are pushing semiconductor manufacturers to brace for recession.
Global semiconductor revenue grew 1.1% in 2022
January 18, 2023According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making up 77.5% of the market.
QoQ decline in DRAM ASP will moderate to around 13~18% for 1Q23
January 09, 2023TrendForce’s latest analysis of the DRAM market finds that the inventory pressure on suppliers remains significant due to the persistently weak demand for consumer electronics.
10 events that defined the industry in 2022
December 28, 20222022 has been, just like the years before it, a special year. Supply chain issues, geopolitical tension and the resurgence of the pandemic has kept the industry on its toes.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
December 05, 2022TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
Semiconductor market decline reshuffles top 10 ranking
November 29, 2022Following a record run, the semiconductor market has cooled down and consumer confidence has waned resulting in a historic drop. But how does this affect the ranking of the top 10 semiconductor companies?
A tale of two halves for DRAM market
November 24, 2022The 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, 2022Global 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, 2022The Dutch semiconductor production equipment maker ASML will open a new support hub in South Korea.
SK hynix cuts investments by 50%
October 27, 2022South 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, 2022The 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 memoryLoad more news
October 10, 2022The 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.