Memory chips
  • nand
    Output value for the global NAND flash memory industry will register a sequential decrease in the fourth quarter of 2020 following a mere 0.3% growth in the prior quarter, according to TrendForce.
  • Memory
    The combined memory output value of South Korean vendors Samsung Electronics and SK Hynix are expected to register a sequential decrease of 9.5% in fourth-quarter 2020 after falling in the third quarter, but may pick up significantly in 2021, according to Digitimes Research.
  • memory modules
    Taiwan-based memory backend houses have raised their quotes for wire bonding to reflect rising raw materials costs, according to industry sources.
  • Foundry
    Tight capacity has already sent pure-play foundries raising quotes for the 8-inch segment by 10-15% in fourth-quarter 2020, and further rises are expected in 2021. Demand for 8-inch and smaller silicon...
  • substrate
    The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
  • AMD
    The world's top-15 semiconductor companies are forecast to see their combined sales increase 13% in 2020, slightly more than twice the expected total worldwide semiconductor industry growth of 6%, according to IC Insights.
  • semiconductor
    October billings among North American manufacturers of semiconductor production equipment slipped 3.7% sequentially but stayed above US$2 billion, according to SEMI.
  • wafer
    IC capacity for leading-edge (sub-10nm) processes is expected to grow and become the largest portion of monthly installed capacity across the industry beginning in 2024, according to IC Insights.
  • Winbound posts 50% profit fall in 3Q20
    Specialty DRAM and flash memory maker Winbond Electronics has reported net profits fell 53.3% sequentially and 44% on year to NT$331 million (US$11.6 million) in the third quarter of 2020, while revenue increased 25.8% on quarter and 19.5% from a year earlier.
  • Team Group
    Memory module house Team Group swung to net loss of approximately NT$70 million (US$2.46 million) in the third quarter, due mainly to an around 10% fall in memory ASPs, as well as unfavorable currency exchange rates, according to the Taiwan-based company.
  • Phison on track to generate revenue and profit growth in 2020
    Flash memory controller supplier Phison Electronics has reported net profits surged 55% sequentially to NT$1.83 billion (US$64.3 million) in the third quarter, with EPS reaching NT$9.30.
  • memory
    To expand presence in the automotive memory market, Macronix International has disclosed plans to enter volume production of 96-layer 3D NAND memory for automotive applications in late 2021 or early 2022, and fellow company Winbond Electronics is ready to ship its high-speed OctalNAND flash chips to...
  • Transcend
    Memory module maker Transcend Information has seen end-market demand start picking up in the fourth quarter of 2020, and expects market conditions next year to be favorable to the company.
  • Phison is reportedly a supplier for XBox
    Phison Electronics has disclosed shipments of its PCIe SSD controllers surged nearly 94% on year in the first 10 months of 2020, with shipments for October alone rising 55% to a monthly high.
  • micron
    Micron Technology has begun volume shipments of what the company claims is the world's first 176-layer 3D NAND flash memory.
  • Silicon Motion
    Flash device controller developers, including Silicon Motion Technology, have seen their foundry partners encounter tight capacity particularly at 8-inch fabs, which may persist through the end of 2021, according to Silicon Motion president and CEO Wallace Kou.
  • memory modules
    Memory module makers Apacer Technology and Innodisk, which focus more on industrial applications than mass-market market segments, both saw profits decline in the third quarter of 2020.
  • Etron Technology chairman Nicky Lu
    Developing and strengthening technology associated with artificial intelligence (AI) will be critical for Taiwan-based chipmakers in their pursuit of the next growth engine, and may be the key to enhancing the future competitiveness of Taiwan's semiconductor industry against counterparts in China and...
  • Silicon Motion
    NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$130 million and US$139 million in the fourth quarter of 2020, up 3-10% sequentially, with gross margin reaching 48-50% compared with 49.1% in the prior quarter.
  • memory
    Memory spot price rally that had started in September slowed down in October amid growing COVID-19 worries and sluggish demand from the data center sector. Despite a pick-up in demand for consumer electronics applications, the overall memory...
  • sk hynix
    SK Hynix has reported operating profits surged over 100% sequentially to KRW1.3 trillion (US$1.14 billion) in the third quarter of 2020, when revenue grew 19% on year to KRW8.13 trillion.
  • semi
    SEMI has forecast that 300mm fab investments will grow by 13% in 2020 to eclipse the previous record high set in 2018 and log another banner year for the semiconductor industry in 2023.
  • Memory demand has weakened
    Memory spot market prices have stopped rising since November, probably an indication of demand weakness as a whole, according to sources at memory module makers.
  • Consumers prefer higher storage on their smartphones
    The new iPhone 12 series that comes in 64GB, 128GB and 256GB options will consume 5-6% of the overall NAND flash memory produced in 2021, according to industry sources.
  • wafer
    Worldwide silicon wafer area shipments contracted 0.5% to 3.135 billion square inches in the third quarter of 2020 compared to the second quarter, but registered a 6.9% increase from the 2.93 billion square inches shipped during the same period a year ago, according to SEMI.

Global tablet market – 3Q 2020

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