Industry R&D spending to rise 4% after 2020 record
January 20, 2021Intel stays on top of research and development ranking, but its share of total industry R&D expenditures dipped after its spending decreased 4% in 2020. AMD moved into the R&D top 10, says new report.
TrendForce expects 5-10% price hike for LED chips
January 19, 2021While major OEMs such as Apple and Samsung prepare to release their new notebook computers, tablets, and TVs that are fully equipped with Mini LED backlights this year, various companies in the LED supply chain began procuring Mini LED chips ahead of time in 4Q20, leading to an explosive demand growth for these chips, which in turn crowded out the LED suppliers’ production capacities for other mainstream LED chips.
Limited IC supply to bottleneck monitor panel shipments
January 15, 2021The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, says TrendForce.
Five mega-deals pushed M&A value to $118B last year
January 13, 2021The 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, 2021IC 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%.
Global smartphone production expected to reach 1.36B units in 2021
January 05, 2021Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations.
Samsung to continue LCD panel manufacturing throughout 2021
January 04, 2021Despite previous expectations to shutter its LCD panel manufacturing operations, Samsung Display (SDC) will continue manufacturing panels in Korea, with a Gen 7 and two Gen 8.5 production lines operating throughout 1Q21, according to TrendForce’s latest investigations.
Global LED Demand Set to Rebound from Rock Bottom in 2021
December 30, 2020The COVID-19 pandemic has had a substantial impact on the LED industry in 2020, resulting in a considerable drop in market demand and a projected yearly revenue of merely US$15.127 billion, a 10% decrease YoY, according to TrendForce.
7/5nm processes drive foundry capital spending
December 29, 2020Following 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.
Prices of NAND flash controller ICs poised to rise by 15-20%
December 23, 2020In the upstream semiconductor industry, the major foundries such as TSMC and UMC are reporting fully loaded capacities, while in the downstream, the available production capacity for OSAT is also lacking, according to TrendForce’s latest investigations.
Another investment related to battery production in Hungary
December 15, 2020Iljin Materials, a South Korean manufacturer of elecfoil, will establish its first European production unit in Hungary, where copper thin foil will be produced for batteries of electric cars.
Oversupply to continue affecting NAND flash prices
December 14, 2020The 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, 2020The 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.
Total revenue of top 10 foundries expected to increase by 18% YoY in 4Q20
December 07, 2020Demand in the foundry market has remained strong in 4Q20, as production capacities across the industry remain fully loaded, with the tight supply of wafer capacities leading to a price hike in foundry services and subsequently driving up total quarterly industry revenue, according to TrendForce.
Specialty DRAM prices show stability for mainstream chips in November
December 03, 2020Contract prices of mainstream products generally held steady in November following their stabilisation in the prior month, according to TrendForce.
Global smartphone production sets highest QoQ growth in recent years
December 02, 2020In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares, according to TrendForce’s latest investigations.
NAND Flash revenue for 3Q20 up by only 0.3% QoQ due to weak server sales
November 26, 2020Total 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, 2020IC 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, 2020Seven 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 3Q20Load more news
November 23, 2020DRAM 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.