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Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
DRAM ASP decline narrows to 0~5% for 3Q23
July 05, 2023
TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.
DRAM industry Q1 revenues decline 21.2% QoQ
May 25, 2023
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to USD 9.663 billion.
SK Hynix to expand Wuxi fab legacy production capacity
May 04, 2023
Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. SK hynix’s Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's research.
Global DRAM revenue fell by more than 30% in 4Q22
March 02, 2023
According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to USD 12, 281 million for 4Q22.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global 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, 2022
According 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, 2022
Early 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, 2022
IC 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, 2022
According 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, 2022
The 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, 2022
Taiwanese 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, 2022
Intel 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, 2022
2020-2022 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, 2022
While 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, 2022
The 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.
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