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China to fall far short of its ‘Made in China 2025’ goals for ICs
January 08, 2021
IC 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%.
Oversupply to continue affecting NAND flash prices
December 14, 2020
The 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.
NAND Flash revenue for 3Q20 up by only 0.3% QoQ due to weak server sales
November 26, 2020
Total 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, 2020
IC 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.
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.
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).
Expanded US rules sanctioning Huawei to have little impact on memory industry
May 20, 2020
TrendForce believes that the latest updates to the sanctions will have a relatively low impact, in the short term, on Huawei’s shipment of smartphones, notebook computers, and servers – products for which Huawei is relatively well stocked on components.
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.
Semiconductor industry avoids direct impact of coronavirus
February 21, 2020
The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.
China memory production unaffected by Coronavirus
February 03, 2020
China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce
Tsinghua to enter the DRAM business
July 01, 2019
This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.
NAND Flash: 'Competition may get ugly'
May 30, 2019
Due to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, YMTC, which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled.
China’s semi capex forecast to be larger than Europe & Japan combined
August 03, 2018
IC Insights forecasts that China-headquartered companies will spend USD 11.0 billion in semiconductor industry capex in 2018, which would represent 10.6% of the expected worldwide outlays of USD 103.5 billion.
China’s semi capex forecast larger than Europe and Japan combined in 2018
July 10, 2018
IC Insights forecasts that China-headquartered companies will spend USD 11.0 billion in semiconductor industry capex in 2018, which would represent 10.6 percent of the expected worldwide outlays of USD 103.5 billion.
Global memory market likely to reshuffle with UMC win
July 04, 2018
United Microelectronics Corporation (UMC) filed a lawsuit against Micron Technology subsidiaries in China for patent infringements in January 2018, and demanded a compensation of RMB 270 million (USD 40.7 million).
China’s semi capex forecast to be five times more than in 2015
June 28, 2018
Chinese semi firms to spend USD 11.0 billion in capex this year, up from only USD 2.2 billion in 2015, according to numbers from IC Insights.
Chinese memory companies arrange trial production to begin in 2H/18
April 20, 2018
China has entered the semiconductor sector and focused on the development of domestic memory industry. The three key players are YMTC, Innotron (Hefei Chang Xin) and JHICC, which work on NAND Flash, mobile DRAM and specialty DRAM respectively.
China develops its domestic memory chips fabrication
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December 22, 2017
The landscape of China’s dynamic and fast-growing semiconductor industry shows that the memory segment will be a focus for the industry, considering that China now heavily relies on imported semiconductor components, and that semiconductor is a sensitive sector which may have potential applications in national security.
