Highlights of the day: 6-inch fab capacity tight
The foundry sector has seen tight supply across all segments, with 6-inch fab capacity almost fully booked for third-quarter 2021 thanks to strong demand for a wide range of applications, such as analog chips and discrete power devices...
Adata expects DRAM shortage to worsen in 2Q21
Memory module house Adata Technology expects shortages of DRAM memory to become severe in the second quarter, thanks to robust demand for notebooks, handsets and data centers, and a pick-up in demand for automotive electronics applications.
DRAM, NOR flash prices to rise through 2H21
DRAM and NOR flash memory prices are expected to rise through the second half of 2021, as growth on the supply side fails to catch up, according to industry sources.
Highlights of the day: DRAM prices rising
DRAM supply has already fallen short of demand with the chip shortages worsening. DRAM contract prices are expected to continue rising in second-quarter 2021. The coronavirus pandemic has decimated many industries, but the semiconductor...
TSMC sees revenue per wafer surge
TSMC was the only pure-play foundry manufacturing ICs using both 7nm and 5nm process nodes, which boosted its overall revenue per wafer significantly in 2020, according to IC Insights.
SEMI upbeat about semiconductor market outlook
The emerging 5G, HPC, AI and automotive applications will be driving the global semiconductor market growth in 2021 and over the next several years, according to Clark Tseng, director of Industry Research and Statistics at SEMI.
DRAM contract prices set to continue growing in 2Q21
DRAM contract prices are set to continue rising in the second quarter of 2021, according to Nanya Technology, which has reported sequential and on-year increases in February revenue.
Automotive memory demand promising
Memory chipmakers and related controller suppliers have stepped up their deployments in the automotive field, looking to grasp new business opportunities.
Backend demand for memory controller ICs has been increasingly strong promising clear order visibility for BGA and FC-BGA packaging processes at OSAT firms, but their operations are being disrupted by worsening shortages of ABF substrates, according to industry sources.
Kioxia has announced sampling of 1TB UFS Version 3.1 embedded flash memory devices.
Memory-IC design house Elite Semiconductor Memory Technology (ESMT) has reported net profit surged over 50% sequentially and 100% on year to NT$139 million (US$4.99 million) in January 2021, driven by a rally in specialty DRAM prices. EPS for the month came to NT$0.48.
Global semiconductor sales increase in January 2021
Worldwide sales of semiconductors reached US$40 billion in January 2021, rising 13.2% on year and about 1% sequentially, according to SIA.
Taiwan PCB makers to embrace bright prospects for 2021
Taiwan-based PCB makers are expected to see their combined output value grow further in 2021, driven by strong demand for IC substrates, HDI boards and flexible PCBs, according to market sources.
Phison puts increased focus on non-CE apps
Phison Electronics, which specializes in flash storage devices and controller ICs, has put increased focus on enterprise, automotive and industrial applications while lowering sales generated from the consumer electronics sector as a proportion of company revenue to 30%.
Kioxia breaks ground for new 3D NAND wafer fab
Kioxia held a groundbreaking ceremony for a semiconductor fabrication facility, dubbed Fab 7, at its factory site in Yokkaichi, Japan on February 24. The facility will be dedicated to the production of 3D NAND flash memory.
Samsung Electronics has announced mass production of its most advanced line of datacenter SSDs - the PM9A3 E1.S - which fully complies with the Open Compute Project (OCP) NVMe Cloud SSD Specification to satisfy the rigorous demands of enterprise workloads.
SK Hynix has signed a 5-year contract worth KRW4.75 trillion (US4.3 billion) with ASML to procure extreme ultraviolet (EUV) lithography systems, local media reports in South Korea quoted the memory chipmaker as saying.
Micron Technology has begun sampling its automotive low-power DDR5 DRAM (LPDDR5) memory that is hardware-evaluated to meet the most stringent Automotive Safety Integrity Level (ASIL) D, according to the company.
Foundry and backend capacity constraints resulting in a global shortage of semiconductors will likely persist through 2022, according to Silicon Motion Technology, a Taiwan-based NAND flash device controller specialist.
Billings among North American manufacturers of semiconductor production equipment topped US$3 billion in January 2021, according to SEMI.
Samsung Electronics has developed high bandwidth memory (HBM) integrated with artificial intelligence (AI) processing power, dubbed HBM-PIM, according to the company. The new processing-in-memory (PIM) architecture brings AI computing capabilities inside high-performance memory to accelerate large-scale...
A rally in DRAM and flash memory prices will boost Winbond Electronics' memory business revenue in March and April, according to Pei-Ming Chen, president for the specialty DRAM and NOR flash chip specialist.
China remains largest IC market
China became the largest IC market in the world in 2005 and has continued to grow in size since then. In 2020, China's IC market increased to US$143.4 billion, a 9% gain from US$131.3 billion in 2019, according to IC Insights.
Kioxia, Western Digital announce 6th-gen 3D flash memory
Kioxia and Western Digital jointly announced they have developed their sixth-generation, 162-layer 3D flash memory technology.
Taiwan LCD TVs – 4Q 2020
Taiwan's TV shipments went up 9.8% sequentially and 12.3% on year to come to 9.52 million units in the fourth quarter of 2020...
Taiwan small- to mid-size LCD panels – 4Q 2020
Taiwan's small- to medium-size LCD panel shipments plunged 25.3% sequentially in the fourth quarter of 2020 due to a significant...
Taiwan large-size LCD panels – 4Q 2020
Taiwan's large-size LCD panel shipments grew 4.4% sequentially and 26.5% on year to come to 74.76 million units in the fourth...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...