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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
19:43 (GMT+8)
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Aptina adds Micron 8-inch fab in Japan to its production line Nov 20, 16:45 Aptina Imaging plans to use Micron Technology's 8-inch fab in Japan as a CMOS image sensor (CIS) production site since it is still unable to immediately support short lead-time orders from clients, according to Aptina CEO David Orton. Aptina will also consider using fabs in Taiwan for manufacturing some of its CIS products in the future, Orton added. Read more |
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Top-20 chip suppliers 3Q09 revenues up 19% sequentially, says IC Insights Nov 9, 11:35 Global top-20 semiconductor companies, in total, registered a sales growth of 19% sequentially in the third quarter of 2009, according to IC Insights. This followed an on-quarter 19% increase in the second quarter. Read more |
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Samsung and Micron expand in 3Q09 NAND flash market, says DRAMeXchange Nov 4, 13:57 Only Samsung Electronics and Micron Technology among the world's major NAND flash producers saw their market shares increase on quarter in the third quarter of 2009, according to a recent DRAMeXchange report. Samsung retained its top-spot position with a 38.5% share, while Micron moved up to number three and managed to expand its share to 9.4%. Read more |
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DRAM contract prices to rise by double-digits in November, says Nanya Nov 4, 11:06 Contract quotes for DRAM chips may continue to grow by a double-digit percentage in November, according to Pai Pei-Lin, vice president and spokesperson of Nanya Technology. Pai said he does not see a downward correction in the short term, as demand from PC OEMs remains strong. Read more |
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DRAM recovery to continue into 2010, says iSuppli Oct 23, 10:24 The DRAM industry in the second and third quarters of 2009 posted the strongest sequential growth in revenue and pricing seen in at least five years, indicating that the recent market rebound is real and is likely to continue into 2010, according to iSuppli. Read more |
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Nanya and Inotera 2010 capex to rise Oct 22, 10:41 Nanya Technology and Inotera Memories plan to increase their capex for 2010 to accelerate their process advancement, according to the companies. Both Taiwan-based DRAM makers have reported significantly narrower losses for the third quarter of 2009. Read more |
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Micron 34nm MLC NAND for enterprise storage Oct 20, 10:04 Micron Technology has announced a new line of NAND products - both multi-level cell (MLC) and single-level cell (SLC) - designed specifically for enterprise applications. By leveraging its 34nm NAND process, the new MLC NAND device achieves 30,000 write cycles - a 6x increase in endurance when compared to standard MLC NAND, according to the company. The 34nm SLC NAND device also achieves 300,000 write cycles - a 3x increase in endurance when compared to standard SLC NAND. Read more |
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Rexchip breaks even in 3Q09, says PSC Oct 6, 15:51 Rexchip Electronics may have broken even in the third quarter of 2009, according to Powerchip Semiconductor Corporation (PSC) vice president and spokesperson Eric Tang. The joint venture also began seeing monthly profits in September, Tang noted. Read more |
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Taiwan Memory on track to tap niche market; commodity DRAM not a focus, says Hsuan Oct 6, 14:41 John Hsuan, who has been tapped to set up Taiwan Memory Company (TMC), has said the TMC project has been implemented as scheduled and will not be interrupted by recent complaints over its partnership with Elpida Memory. TMC will enter the niche memory sector with support from ProMOS Technology, said Hsuan, adding that commodity DRAM will not be its target. Read more |
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Micron vying for emerging eMMC NAND market Sep 24, 16:50 Micron Technology will benefit from the emerging market of NAND flash-based built-in eMMC solutions for mobile applications especially smartphones, which are seen as a bright spot for the overall handset market over the next five years. Daniel Loughmiller, eMMC Program Manager at Micron, said in recent talks with Digitimes that Micron's eMMC business is expected to see volumes significantly increase from 2009 to 2013, buoyed by an increasing adoption rate of managed NAND solutions for handsets. Read more |
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Apple demand causing serious NAND flash shortage in Taiwan Sep 14, 12:05 With major NAND flash chip producers allocating more supplies for Apple, Taiwan-based memory module houses have seen a serious shortage of the memory chips, according to industry sources. Read more |
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Strong bit growth and weak capex to favor NAND flash suppliers, says IC Insights Aug 28, 10:22 The flash memory market is setting up for a dramatic shift in the supply-demand balance - one that will greatly favor NAND flash memory suppliers in the next several years, according to IC Insights. Unit shipments and bit volume demand continue to increase, but there has been a severe reduction in flash memory capital spending at the same time. Combined, these two factors will put upward pressure on average selling prices (ASPs) through 2012, said the research firm. Read more |
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Phison says controllers supporting Toshiba 32nm NAND are ready Aug 21, 16:29 Phison Electronics has said that its new NAND flash controller chips for USB flash drives and memory cards are all ready to support Toshiba's 32nm process technology. The Taiwan-based controller IC designer is preparing to go into mass production at any time. Read more |
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Elpida DRAM sales soar in 2Q09, says iSuppli Aug 20, 01:00 Japan's Elpida Memory was the star of the global DRAM market in the second quarter, with a robust increase in its pricing causing its revenue to surge by 50% from the first quarter, according to iSuppli. Read more |
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Micron set to ramp 40nm production at end of 2009 Aug 17, 15:32 Micron Technology is scheduled to kick off volume production using 40nm process technology at its 12-inch wafer fab in Singapore at the end of 2009, according to the company. The US-based memory maker said producing on 40nm coupled with its 6F2 technology will make 40nm the company's major process technology in 2011, prior to moving to a 4F2 cell design in 2012. Read more |
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Taiwan Memory may fail, says Inotera executive VP Aug 17, 15:04 Taiwan Memory Company (TMC), a Taiwan government-funded memory company partnering with Japan-based Elpida Memory, may not succeed in revitalizing Taiwan's ailing memory-chip industry, according to Michael Sadler, executive VP of Inotera Memories. TMC would not be able to provide much help to the local struggling DRAM makers, which are still burdened by huge debts, said Sadler. Read more |
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Intel, Micron to ship 3-bit per cell NAND flash in 4Q09 Aug 12, 10:17 Intel and Micron Technology have jointly announced the development of a new 3-bit per cell multi-level cell (MLC) NAND technology for consumer storage devices such as flash cards and USB drives, with mass production slated for the fourth quarter of 2009. Read more |
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DRAM revenues up 27% in 2Q09, says DRAMeXchange Aug 5, 14:01 DRAM revenues grew 27.1% sequentially to US$4.04 billion in the second quarter of 2009, when the average price at the contract market went up by 23%, according to DRAMeXchange, which attributed the price rally to suppliers' production cutbacks and PC OEMs replenishing inventories. Read more |
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Inventory levels healthy at major chip suppliers, says iSuppli Aug 4, 08:47 Most major global semiconductor suppliers that have reported second-quarter results are currently holding lean levels of chip inventory, putting them in a strong competitive position as demand begins to recover, according to iSuppli. Read more |
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Micron intros DDR3 load-reduced DIMM Jul 31, 12:18 Micron Technology has announced what it claims to be the industry's first DDR3 load-reduced, dual-inline memory module (LRDIMM) for servers. The new LRDIMMs will be manufactured using Micron's 1.35 volt, 2Gb 50nm DDR3 memory chips. Read more |
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Hynix 41nm NAND flash gains Apple validation, say sources Jul 28, 15:34 Hynix Semiconductor's 41nm NAND flash has passed the validation process for Apple's iPhone 3GS amid recent reports that Micron Technology has also become a NAND flash supplier for the popular smartphone, according to industry sources. Read more |
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DRAM maker Inotera soliciting equity investment from Intel, say sources Jul 23, 11:29 Inotera Memories, a joint venture between Micron Technology and Nanya Technology, is currently soliciting equity investment from Intel through its planned issuance of global depositary receipts (GDRs) or new shares through private placement, industry sources have claimed. Read more |
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Taiwan DRAM makers may gain access to state funds along with TMC Jul 22, 11:06 Officials from the Industrial Development Bureau (IDB) under Taiwan's economics ministry on July 21 met with local DRAM makers to spell out requirements to access state funds. The applicants are required to submit "industry-restructuring" proposals, jointly with their technology partners overseas. Read more |
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IM Flash lowers 32Gb NAND chip spot price, sources say Jul 20, 10:44 IM Flash Technologies, a joint venture between Intel and Micron Technology, has recently cut 32Gb NAND flash memory price to a level lower than rivals' in the spot market, according to sources at downstream memory players. IM Flash's 32Gb NAND chips are US$3 cheaper than Samsung Electronics', the sources added. Read more |
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Enlarging price gap between DDR2 and DDR3 in spot market, says inSpectrum Jul 17, 17:07 With a positive market outlook for DDR3, the price gap between DDR2 and DDR3 increased further in the spot market, inSpectrum said. Read more |
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Nanya and Inotera unlikely to secure NT$20-30 billion fund from government, says official Jul 10, 16:56 The goal of establishing Taiwan Memory Company (TMC) should not be seen as an opportunity for local Taiwan DRAM chipmakers to apply for government funding, according to Taiwan's Economic Affairs Minister, Chii-ming Yiin. Read more |
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Silicon Motion announces controllers supporting Micron 34nm MLC flash Jul 2, 11:02 Silicon Motion Technology has obtained validation for its new flash memory controllers that support Micron's 34nm multi-level cell (MLC) flash product family, according to the company. The validated Silicon Motion products include SM2682/SM2682LT SD controllers, SM2232/SM2234 CF controllers, SM2235/SM2242 SSD controllers and SM3251/SM3252 USB flash drive controllers, all of which are in mass production. Read more |
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Micron announces new 34nm NAND chip Jun 30, 15:27 Micron Technology has announced mass production of high-capacity 34nm NAND flash, which has been adopted by Lexar Media for its new flash memory cards. The new 16Gb and 32Gb NAND chips pair large capacity with performance to meet today's demanding portable storage requirements, which are tailored to end-customer product dimensions, claimed Micron. Read more |
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Inotera aims to complete DRAM transition to 50nm by end of 2010 Jun 22, 12:04 Inotera Memories is on track to migrate to Micron Technology's 50nm stack for its 2Gb DDR3 chips, according to company president Charles Kao. The DRAM chipmaker, a joint venture between Taiwan's Nanya Technology and US-based Micron, aims to complete the technology transition by the end of 2010. Read more |
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Micron samples low-voltage DDR3 notebook modules Jun 18, 10:09 Micron Technology has introduced a new low-power memory solution, and is working to validate the modules with Nvidia's notebook processors. The modules are available in densities up to two-gigabytes (GB) now, with 4GB samples coming this fall, according to the company. Read more |
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Micron announces support of JEDEC eMMC 4.4 in NAND portfolio Jun 11, 17:01 Micron Technology has announced support of the newly-ratified JEDEC eMMC 4.4 standard with its portfolio of managed NAND solutions for mobile applications. Designed using Micron's 34nm NAND technology, eMMC 4.4 products now offer increased security options and NAND partition management, allowing handset manufacturers to swiftly and easily transition to the new features offered in NAND. Read more |
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Vendors raise prices for DRAM and NAND flash, says inSpectrum Jun 5, 17:20 Despite weak demand, spot prices for both DRAM and NAND flash have seen mild growth this week (June 1-5) as a result of pricing adjustments by some vendors, according to inSpectrum. Read more |
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DRAM makers May sales continue sequential growth, but suffer double-digit drops on year Jun 5, 09:58 DRAM chipmakers Inotera Memories, Nanya Technology and Powerchip Semiconductor Corporation (PSC) continued to see sequential revenue growth in May 2009, thanks to stabilizing DRAM spot prices on a market upturn. But on an annual basis, the companies still experienced a double-digit revenue decline. Read more |
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Nanya to raise NT$30 billion for migration to 50nm Jun 2, 12:51 The board of directors at DRAM chipmaker Nanya Technology has approved a plan to raise more than NT$15 billion (US$464 million) through a private placement at the end of June. Backed by its parent company, the Formosa Plastics Group, Nanya is confident that the private placement will be completed on schedule, according to company spokesperson Pei-Lin Pai. Read more |
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Micron gains mobile MCP orders from HTC Jun 2, 11:03 Micron Technology recently landed mobile multi chip package (MCP) orders from Taiwan-based smartphone maker High Tech Computer (HTC) and the memory maker is expected to gain some market share from Korea-based Samsung Electronics, according to sources at memory makers. Read more |
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Micron pays back loan borrowed from Inotera Newswatch - May 27, 12:22 Inotera Memories, on May 26, said it has collected US$85 million from Micron Technology in repayment for a six-month loan to facilitate its acquisition of Qimonda's stake in Inotera. Read more |
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Micron introduces microdisplay panel for handheld projectors May 20, 14:30 Micron Technology has introduced a new microdisplay panel, leveraging technology recently acquired from Displaytech. Read more |
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Micron unseats Hynix in NAND flash ranking in 1Q09, says DRAMeXchange May 13, 10:57 Micron Technology of the US moved into the world's top-three NAND flash chipmakers in the first quarter of 2009, overtaking Korea's Hynix Semiconductor, according to a recent research by DRAMeXchange. Micron's market share grew to 9.6% in the first quarter, outpacing Hynix' 8.2%. Read more |
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Micron claws way back to third place in DRAM market in 1Q09, says iSuppli May 13, 09:50 Reports of Micron Technology's demise in the global DRAM market have been greatly exaggerated, with the company managing to return to the top-3 rank in the first quarter of 2009, according to iSuppli. Read more |
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Nanya expects transition to DDR3 to accelerate in 2H09 May 4, 15:04 The transition to DDR3 will be sped up by the upcoming launch of PCs with DDR3 in the second half of 2009, according to Pei-Lin Pai, spokesperson for DRAM chipmaker Nanya Technology. Read more |
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Inotera to ship 50% of DRAM to Micron May 4, 12:03 Inotera Memories has said it will start supplying half of the DRAM output from its 12-inch fabs, formerly reserved for Qimonda, to Micron Technology in the third quarter of 2009, with the other half going to Nanya Technology. Read more |
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Taiwan DRAM makers question government rescue plans Apr 23, 15:22 Taiwan's struggling DRAM chipmakers have recently re-voiced concerns for their competitiveness, saying that the Taiwan government's rescue plans have so far resulted in little more than a series of talks and projections on how to overhaul the local DRAM industry. Meanwhile, the makers face the risk of falling behind their peers in other countries. Read more |
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IM Flash likely to beat Hynix in 2009 ranking, says DRAMeXchange Apr 20, 16:00 IM Flash Technologies, a joint venture between Intel and Micron Technology, may overtake Hynix Semiconductor and become the third-largest NAND flash supplier worldwide in 2009, according to DRAMeXchange. Read more |
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Formosa Plastics to fully back Nanya capital expansion, say sources Apr 20, 12:26 The Formosa Plastics Group, the parent company of Taiwan's DRAM chipmaker Nanya Technology, will subscribe to new Nanya shares through a private placement, according to company sources. Read more |
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Taiwan Memory to submit application for national budget with Micron-Nanya camp to follow suit Apr 15, 11:02 Taiwan Memory Company (TMC) plans to submit an application to the government for a budget of no more than NT$30 billion (US$891 million) from the National Development Fund (NDF) before April 30, according to government sources. The rival Micron-Nanya camp is expected to follow suit in requesting an equal level of funding from the government. Read more |
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Micron-Nanya camp to build IP for Taiwan DRAM, asking support from government Apr 10, 15:28 The Micron-Nanya camp has similar goals to those of the Taiwan government in respect to restructuring the island's memory-chip industry, according to CJ Wu, chairman of Nanya Technology. With support from technology partner Micron Technology, Nanya intends to show its commitment to home-grown DRAM IP development, and in return asks for equal consideration and support from the government, as that being offered to Taiwan Memory Company (TMC), said Wu. Read more |
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PSC willing to discuss cooperation with Micron-Nanya camp Apr 10, 14:14 Powerchip Semiconductor Corporation (PSC) has said that it is open for discussions about possible cooperation with the DRAM camp formed by Micron Technology, Nanya Technology and Inotera Memories. Read more |
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Micron and Nanya pull out of Taiwan Memory Apr 9, 17:15 Micron Technology and Nanya Technology, along with their joint venture Inotera Memories, have announced that they will not participate in the formation of Taiwan Memory Company (TMC). Read more |
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Nanya March sales up, but Inotera down Apr 9, 11:05 Computer-memory chipmaker Nanya Technology and its joint venture with Micron Technology, Inotera Memories, have posted mixed revenue performance for last month. Nanya saw March sales grow 14% sequentially to NT$2.22 billion (US$66.1 million), whereas Inotera recorded a revenue decline of 21% on month. Read more |
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Micron DDR3 server memory validated with next-generation Intel Xeon Apr 9, 10:09 Micron Technology has announced that its suite of DDR3 server memory modules are validated with Intel's next-generation Xeon processor chips. Meanwhile, Lexar Media, a wholly-owned subsidiary of Micron, has also validated its corresponding Crucial-branded modules. Read more |
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