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Wednesday 18 May 2022
Micron's new pricing scheme triggers questions about risks
Memory chip maker Micron Technology has launched a new pricing model called "forward pricing agreements" (FPAs). Observers are watching whether the model will stabilize the industry's price fluctuations and if Micron's rivals will follow suit.
Wednesday 18 May 2022
Datacenters to become biggest consumer of NAND flash in 2023-2024
NAND flash demand for datacenter applications will be rising robustly, with bit shipments likely to outpace those for handsets between 2023 and 2024, according to Wallace Kou, president and CEO for flash device controller specialist Silicon Motion Technology.
Tuesday 17 May 2022
YMTC sampling 192-layer 3D NAND chips
China's Yangtze Memory Technologies (YMTC) has delivered samples of its in-house developed 192-layer 3D NAND flash memory to a few customers recently, according to industry sources.
Monday 16 May 2022
The memory industry (6): When line between memory and logic IC becomes blurred
In 1984, Intel decided to exit the DRAM business, which marked the start of technology diversion between memories and logic IC. In hindsight, Intel's decision made sense. Memories and logic IC are very different in terms of design, manufacturing processes, equipment deployment, and market characteristics. It is common sense that a company should focus on pursuing excellence in one specific direction.
Monday 16 May 2022
Silicon Motion to operate independently after merger with MaxLinear
Silicon Motion Technology will not change its trade mark or operating strategy after being acquired by US-based broadband communication chips supplier MaxLinear, as both companies will operate independently after the deal is completed, according to Wallace Kou, president and CEO of the Taiwan-based vendor of NAND flash controller chips.
Friday 13 May 2022
The memory industy (5): Looking for a new biz model that can create new value
When the memory industry can no longer leverage Moore's Law to create new value, it has to find new technologies to establish a new business model that can create new economic value.
Thursday 12 May 2022
The memory industry (4): Technology diversion between DRAM and 3D NAND flash
In 2014, 3D NAND flash was introduced to the industry with 24 layers, and it co-existed with 2D NAND flash until 2017. 3D NAND flash gradually came to dominate the market with its high-density storage capacity and technologies, and its manufacturing process completely diverged from that of DRAM. The synergy of utilizing the same processes and equipment for the two memory types - DRAM and NAND - was completely gone, and the core of competitive strategies in the memory industry changed.
Thursday 12 May 2022
Winbond to enjoy revenue growth in 2Q22
Despite recent falls in memory chip prices, Winbond Electronics is poised to generate sequential revenue growth in the second quarter of 2022, according to market sources.
Wednesday 11 May 2022
The memory industry (3): Taiwan's DRAM sector
Let's take a moment to review the rise and fall of Taiwan's DRAM industry. Taiwan's DRAM industry came into being in the mid-1990s. In the beginning, although some companies wanted to self-develop related technologies, most companies chose to become competitive by exchanging production capacity for technology licensing with partners. This method certainly had some drawbacks, including that companies obtaining the licensed technologies could be controlled by their partners.
Tuesday 10 May 2022
The memory industry (2): The era of makers utilizing manufacturing processes and equipment for both DRAM and 2D NAND flash
NAND flash was invented by Toshiba in 1989 and entered commercial mass production in the early 2000s. Since NAND flash has much faster access speed than mechanical hard drives, and since small-storage persistent memory products were gaining popularity, memory companies began placing increased focus on NAND flash.
Tuesday 10 May 2022
Nanya, Etron optimistic about sales growth in 2022
Memory chip suppliers Nanya Technology and Etron Technology have expressed optimism about their revenue increases this year despite being cautious about the changing macro environment.
Tuesday 10 May 2022
Memory prices to rebound in 2H22, say IC distributors
Memory prices will be trending downward in the second quarter of 2022, but are likely to rebound in the second half of the year when new smartphones hit market shelves, according to sources at IC distributors.
Monday 9 May 2022
The memory industry (1): The era of DRAM driving semiconductor manufacturing process improvement
Semiconductor is a high-tech industry that requires continuous investment in the development of cutting-edge technologies to create new economic value. With the advantage of entering the market early, leading semiconductor companies can generate significant profit and use that profit to develop more advanced manufacturing processes to extend their lead. By increasing their capital spending, they can build up stronger economies of scale. This virtuous circle is the winning formula for businesses competing in high-tech industries.
Monday 9 May 2022
Memory chips increasingly important in heterogeneous integration, says Winbond
The role of memory chips has become increasingly important in heterogeneous integration, and Winbond Electronics is working with potential customers in multiple related design projects, according to the maker of specialty DRAM and flash memory.
Friday 6 May 2022
Adata, Transcend post profit increases in 1Q22
Memory module maker Adata Technology saw its net profits hike over 700% on year in the first quarter of 2022, while earnings at fellow company Transcend Information climbed nearly 60% from a year earlier, thanks mainly to their efficient chip purchasing and inventory controls.
Friday 6 May 2022
MaxLinear to acquire Silicon Motion
MaxLinear and Silicon Motion Technology have entered into a definitive agreement under which MaxLinear will acquire Silicon Motion in a cash and stock transaction that values the combined company at US$8 billion in enterprise value, according to the companies.
Friday 6 May 2022
DRAM spot prices continue slide
DRAM spot prices have been falling since April and will continue trending downward in May and June, which will be dragging down further the memory contract prices in the second quarter, according to industry sources.
Thursday 5 May 2022
Silicon wafer shipments hit record high in 1Q22, SEMI says
Worldwide silicon wafer area shipments in the first quarter of 2022 surpassed the previous record high set in the third quarter of 2021, according to SEMI.
Wednesday 4 May 2022
Innodisk sets edge AI computing as new business focus
Taiwan-based Innodisk, dedicated to supplying industrial embedded flash and DRAM storage solutions, has announced its new business focus on edge AI computing technologies and applications, seeking to help accelerate the materialization of industries going intelligent.
Wednesday 4 May 2022
CHPT lands MEMS probe card orders from Asia-based customers
IC test interface solutions provider Chunghwa Precision Test Tech (CHPT) has newly landed MEMS probe card orders for smartphone chips from Asia-based customers, with volume production kicking off in the second quarter, according to the Taiwan-based company.
Wednesday 4 May 2022
AP Memory expects logic chip shortage to ease in 2H22
Shortages of certain logic chips are expected to ease in the second half of 2022, according to WL Chen, chairman for Taiwan-based AP Memory Technology, who also expressed optimism about the demand prospects for the latter part of this year.
Tuesday 3 May 2022
Global semiconductor sales grow 23% in 1Q22, SIA says
Worldwide semiconductor sales came to US$50.6 billion in March, up 1.1% sequentially. Sales totaled US$151.7 billion for the first quarter of 2022, down by a slight 0.5% on quarter but up 23% on year, according to data disclosed by the Semiconductor Industry Association (SIA).
Tuesday 3 May 2022
Specialty memory vendor ESMT remains upbeat about 2022 sales
Taiwan's specialty memory IC design house Elite Semiconductor Memory Technology (ESMT) is still striving to rake in record revenues for 2022 despite posting lackluster business results for the first quarter and unfavorable macro factors affecting its sales in the second quarter.
Friday 29 April 2022
Samsung claims advanced foundry yields stabilizing
Samsung Electronics' foundry business achieved its highest-ever first-quarter sales, thanks to solid demand from all applications and improvements in the yields of the advanced process, the vendor has claimed when announcing its financial results for the first quarter of 2022.
Thursday 28 April 2022
SK Hynix sees profits more than double in 1Q22
SK Hynix has reported operating profits jumped 116% from a year earlier to KRW2.86 trillion (US$2.26 billion) in the first quarter of 2022 when revenue climbed 43% on year to KRW12.16 trillion.