The global NAND flash market may still be oversupplied, but with SSD prices set to rise due to severe controller chip shortages, NAND flash prices will stabilize and start rising in the second quarter. TSMC's revenue hit a seven-month low in February, but the sum still repesents a 14% rise on year. Compound semiconductor looks promising, and VPEC chairman Jian-Lian Chen recently told Digitimes in an interview that epi-wafer plays a crucial role in the development of compound semiconductor.
NAND flash contract prices likely to rise in 2Q21: NAND flash contract prices are expected to stop falling and begin to rise in the second quarter, according to industry sources.
TSMC revenue hits 7-month low: Taiwan Semiconductor Manufacturing Company (TSMC) saw its February revenues fall 15.9% sequentially to NT$106.53 billion (US$3.76 billion), the lowest in seven months.
Epi-wafer key to compound semiconductor: Q&A with VPEC chairman Jian-Lian Chen: Compound semiconductor catches global market attention with rapidly advancing 5G and Wi-Fi communication technologies and rising IoT trends. Following first-generation semiconductor materials including silicon (Si) and germanium (Ge) and second-generation compound semiconductor materials including gallium arsenide (GaAs) and indium phosphide (InP), third-generation compound semiconductor materials including gallium nitride (GaN) and silicon carbide (SiC) featuring high power density are taking center stage.
