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.
Global 2Q22 DRAM revenue grows by 6.5% QoQ,
August 15, 2022According to TrendForce investigations, 2Q22 DRAM industry revenue reached USD 25.59 billion, growing 6.5% QoQ.
Are Micron and the Taiwanese semi suppliers the canaries in the coal mine?
August 02, 2022Early warning signs of a turning point in the semiconductor industry cycle becoming more evident.
Top suppliers enjoy big gains in small NOR flash market
June 27, 2022IC Insights says that strong unit demand and robust ASP gains lifted total NOR flash market 63% in 2021.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce
May 18, 2022According 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, 2022The 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.
Winbond expands DDR3 SDRAM production
April 21, 2022Taiwanese semiconductor memory specialist, Winbond Electronics Corporation, says that it is expanding the production capacity at its fab in Kaohsiung, Taiwan.
DDR3 consumer DRAM prices expected to rise 0-5% in 2Q22
March 07, 2022Intel 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.
Semi industry capex forecasted to reach over $190B this year
March 02, 20222020-2022 is expected to become the first three year period of double-digit capex growth since 1993-1995.
Samsung unthreatened as top DRAM brand in 4Q21 ranking
February 17, 2022While 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, 2022The 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.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022
October 12, 2021DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
DRAM revenue undergoes 26% increase QoQ for 2Q21
August 30, 2021After DRAM prices made a rebound into an upward trajectory in 1Q21, buyers expanded their DRAM procurement activities in 2Q21 as they anticipated a further price hike and insufficient supply going forward, according to market researcher TrendForce.
Taiwan power outage has no impact on memory fabs
May 14, 2021The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ
May 11, 2021Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
Shortage drives up contract price of specialty DDR3 4Gb chips
March 09, 2021As the three dominant DRAM suppliers (Samsung, SK Hynix, and Micron) are currently experiencing a shortage in their production capacities, the corresponding shortage situation in the DRAM market has yet to be resolved, according to TrendForce’s latest investigations.
4Q20 DRAM revenue undergoes modest 1.1% increase
March 04, 2021Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce’s latest report.
Explosive growth in Automotive DRAM demand expectedLoad more news
February 23, 2021Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce’s latest investigations.