Worsening DDR3 shortages are sending prices soaring and prompting some suppliers to increase DDR3 output to meet clients' demand. Samsung reportedly is also slowing down a plan of switching its focus for the low-density DRAM segment. Strong demand for DRAM has also resulted in a supply strain at memory probe card makers, whose delivery lead times have almost doubled. In China, SMIC reportedly has made major improvements to its 14nm FinFET process yield rates and is seeking to regain orders previously lost amid US trade sanctions.
DDR3 memory shortage worsens: Global supply of DDR3 chips has fallen short of demand by at least over 30,000 wafers, which has been pushing up pricing for the memory, according to industry sources.
DRAM probe card demand ramping up: Major memory probe card vendors in the US and Japan have seen a surge in demand from DRAM suppliers, with delivery lead times for their orders already extended to around 20 weeks from 12, according to industry sources.
SMIC striving to regain chip orders: With the US trade restrictions on Semiconductor Manufacturing International (SMIC) reportedly easing, the China-based pure-play foundry is striving to regain orders particularly those for its 14nm FinFET process, according to industry sources.