Memory chips
  • After experiencing an impressive rise in 2017, DRAM prices are expected to soar further in the first half of 2018, and overall market situations will remain steady throughout the year despite some makers having announced plans to ramp up their production capacities, according to Lee Pei-ing, president...
  • The annual revenues scored by firms operating in the Southern Taiwan Science Park (STSP) are expected to break the NT$1 trillion (US$33.84 billion) in the near future, as Taiwan Semiconductor Manufacturing Company (TSMC) will soon set up its 5nm and 3nm fabs and Winbond Electronic also plans to build...
  • China DRAM players can hardly roll out competitive products if they fail to obtain licenses for using crucial technologies, and their in-house-developed products will pose little impact on the DRAM market in the short term, according to Lee Pei-ing, president of Nanya Technology, a major DRAM maker...
  • Component orders for iPhone devices likely to drop significantly in 1Q18
    Component suppliers in the iPhone supply chain are likely to be forced to prolong their Lunar New Year holidays in the first quarter of 2018 due to low order visibility for iPhone X, iPhone 8 and iPhone 8 Plus, according sources from the supply chain.
  • Foundry house United Microelectronics Corporation (UMC) has disclosed it has filed a patent infringement lawsuit against Micron Semiconductor (Xi'an), and Micron Semiconductor (Shanghai) with a Chinese court, accusing them of infringing upon UMC's patent rights in China, including specific memory applications...
  • Transcend Information has reported consolidated revenues of NT$1.339 billion for December 2017, representing a 23% drop on month and 23.26% drop on year.
  • Intel is expected to enhance its presence in China's NAND flash market, with plans to ramp up the capacity of its 12-inch fab in Dalian and possibly to license its technology to Tsinghua Unigroup for production of 3D NAND flash chips after winding up its cooperative partnership with Micron in the field...
  • Winbond Electronics has reported consolidated revenues of NT$4.24 billion (US$143.4 million) for December 2017, representing a 5.22% drop on month and 21.42% increase on year.
  • Macronix International has announced its consolidated net sales for December 2017 came to NT$3.125 billion (US$105.69 million), a decrease of 4.9% from the previous month of NT$3.288 billion in 2017.
  • SEMI has disclosed that 2017 spending on semiconductor fab equipment investments will reach an all-time high of US$57 billion. High chip demand, strong pricing for memory, and fierce competition are driving the high-level of fab investments, with many companies investing at previously unseen levels...
  • Non-volatile memory (NVM) device provider Macronix International has set its capex for 2018 at NT$3.89 billion (US$130.43 million), according to a company announcement. The 2018 capex is almost on par with the revised NT$4 billion budget set for the previous year.
  • The popularity of HBM2 (second-generation high bandwidth memory) solutions has been increasing recently due to the adoption of such products by Nvidia's Tesla P100 accelerator and Quadro GP 100 graphics card as well as AMD's Radeon Vega chip, Digitimes Research has found.
  • Applied Materials
    After progressing from the PC and network generation in 2000-2010 to the mobile device and social networking generation during 2010-2020, the ever-advancing tech development will enter a new generation of AI (artificial intelligence) and big data from 2020 on, with economic benefits generated by AI...
  • Memory module maker Adata Technology has reported pre-tax profits of NT$2.417 billion (US$80.56 million) for January-November 2017, up 78.4% on year. The earnings translated into an EPS of NT$10.51 before taxes for the 11-month period.
  • Kilopass Technology, a provider of semiconductor logic embedded non-volatile memory (eNVM) intellectual property (IP), has announced that it has achieved a 3-lot qualification on Globalfoundries (GF) 14nm LPP (low power process) technology platform for its one-time programmable (OTP) NVM technology.
  • Advantest and China-based SJ Semiconductor have signed a volume purchase agreement that calls for China's middle-end-of-line (MEOL) semiconductor test-service company to buy T5830 memory testers from Advantest.
  • China's memory industry is moving at full throttle to develop its own production technology, but its development pace is likely to be dragged down by emerging trade secrets and technology patents infringement lawsuits against China memory makers, including a recent one filed by the US-based Micron...
  • The tight supply of NAND flash memory is expected to ease in the first quarter of 2018 as the yield rates at major 3D NAND flash suppliers continue improving, which will significantly benefit second-tier memory packaging and testing service providers, according to industry sources.
  • Winbond Electronics has reported consolidated revenues of NT$4.474 billion (US$149.03 million) for November 2017, representing a 0.38% drop on month and 25.22% increase on year.
  • DRAM player Nanya Technology saw its consolidated revenues rise 13.3% on month and 43.2% on year to an eight-year high of NT$5.744 billion (US$191.33 million) in November.
  • Taiwan-based Macronix International has announced its unaudited consolidated sales for November 2017 reached NT$3.288 billion (US$109.46 million), a decrease of 20.6% from the previous month of NT$4.143 billion. Compared to the NT$2.198 billion recorded in the same period of 2016, the consolidated...
  • Phison Electronics expects its latest duo of PCIe 3.0 NVMe controllers, E7 and E8, to continue to drive the next wave of SSD evolution for Kingston's SSD line as the massive transition from SATA to PCIe interface continues in 2018.
  • Western Digital has introduced a new portfolio of advanced iNAND embedded flash drives (EFDs) to empower smartphone users to unlock the full potential of data-driven applications and experiences.
  • Memory module firm Adata Technology has reported consolidated revenues of NT$2.943 billion (US$98.12 billion) for November, the company's highest monthly figures in 49 months. November's sales also represented an increase of 7.7% on month and 41.6% on year.
  • With the global NAND flash industry successfully transitioning to the 64/72-layer 3D specification era in 2017, Taiwan-based Phison Electronics is prepared to advance further to the 96-layer technology by the end of 2018, according to company chairman Khein Seng Pua.

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Taiwan server shipment forecast and industry analysis, 2018

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Taiwan server shipment forecast and industry analysis, 2017

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