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The impact of US sanctions on the Chinese semiconductor landscape
October 25, 2022
As previously reported, back in early October, the US launched a series of updates to its export regulations concerning semiconductors and associated technologies to China. Two of the nine new rules stand out, given the scale of both the short-term and long-term impact that they will cause.
Added pressure on China – US restrictions now include memory
October 10, 2022
The 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.
2Q22 enterprise SSD revenue growth to reach 31% QoQ
August 29, 2022
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages.
Q3 NAND flash product price drop deteriorates to 13~18%
August 24, 2022
As rising inflationary pressure continues to weaken the global economy, demand for various consumer applications has been downgraded since the second quarter and is expected not improve until the end of the year.
NAND Flash 3Q22 price drop to broaden to 8~13%
July 26, 2022
TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.
Yangtze Memory plans production capacity increase
June 27, 2022
Yangtze Memory Technologies, a Chinese memory chip producer, is reportedly planning to launch a new plant in the company’s home city of Wuhan.
Sluggish demand leads to lower prices for NAND Flash wafer
May 10, 2022
According to TrendForce research, looking at NAND Flash wafers, the pricing of which more sensitively reflects the market, suppliers are increasingly motivated to cut prices in exchange for sales due to weak retail demand since March and a more conservative outlook for shipments of other end products.
NAND and DRAM are poised to hit new revenue records
May 09, 2022
Market research and strategy consulting company, Yole Développement, says that despite the numerous global challenges, the memory market will grow to over USD 260 billion in 2027.
Global top 10 SSD module makers by market share
October 25, 2021
The emergence of the COVID-19 pandemic led to severe delays in manufacturing and logistics. In particular, governments worldwide began implementing border restrictions in 2Q20 to combat the ongoing health crisis, leading to a sudden decline in order volumes for channel-market SSDs, according to TrendForce’s latest investigations.
NAND flash market will see falling quotes & declines in prices
September 24, 2021
The latest analysis of the NAND Flash market from TrendForce finds that shipments have been below expectations for consumer electronics such as smartphones, Chromebooks, and TVs during this second half of the year. At the same time, demand remains sluggish for retail storage products including memory cards and USB drives.
NAND Flash contract prices to increase by 3-8% QoQ in 2Q21
March 18, 2021
With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10% QoQ, according to TrendForce’s latest investigations.
NAND Flash revenue shows mere 2.9% QoQ decline in 4Q/20
March 03, 2021
The quarterly total revenue of the NAND Flash industry came to USD 14.1 billion in 4Q20, showing a QoQ drop of 2.9%, according to TrendForce’s latest report.
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
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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.
