Memory chips
  • Nanya Technology president Pei-Ing Lee
    Bolstered by stable shipment increases, DRAM prices are likely to rebound in the first quarter of 2020 at the earliest after staying flat or experiencing slight fluctuations in the preceding quarter, according to Nanya Technology president Pei-Ing Lee.
  • The global IC foundry industry output value will grow by a CAGR of 5.3%
    The global IC foundry industry output value will grow by a CAGR of 5.3% to reach US$75.42 billion in 2024, the final year of a five-year forecast period, driven by chip demand for 5G, AI and HPC applications, according to Digitimes Research.
  • Samsung has announced the development of 12-layer 3D-TSV chip packaging technology
    Samsung Electronics has announced the development of 12-layer 3D-TSV chip packaging technology.
  • Adata Technology will likely post another sequential revenue growth in the fourth quarter
    With memory chip prices bottoming out, Adata Technology will likely post another sequential revenue growth in the fourth quarter, according to the memory module manufacturer.
  • Samsung has announced its earnings guidance for the third quarter of 2019
    Samsung Electronics has announced its earnings guidance for the third quarter of 2019, expecting consolidated sales to reach KRW62 trillion (US$51.94 billion) and consolidated operating profit to come to KRW7.7 trillion.
  • Macronix saw its third-quarter revenues surge nearly 60% sequentially
    Macronix International, which specializes in mask ROM and flash memory, saw its third-quarter revenues surge nearly 60% sequentially to a record high of NT$11.91 billion (US$385.4 million).
  • Nanya Technology saw its September revenues remain above NT$5 billion
    Taiwan-based DRAM memory maker Nanya Technology saw its September revenues remain above NT$5 billion (US$161.6 million). Revenues for the third quarter of 2019 came to nearly NT$14.8 billion, rising 19% sequentially.
  • Macronix has announced its secure flash memory is adopted for Renesas' embedded AI solutions
    Macronix International has announced its secure flash memory is adopted for Renesas Electronics' embedded artificial intelligence solutions that use Arm-based processors for a range of AI-intensive applications.
  • YMTC is aggressively improving its 64-layer 3D NAND flash memory production yield rate
    Yangtze Memory Technology (YMTC) is aggressively improving its 64-layer 3D NAND flash memory production yield rate, gearing up to ship the chips for SSD applications in the first quarter of 2020, according to industry sources.
  • Total wafer shipments in 2019 are expected to decline 6%
    Total wafer shipments in 2019 are expected to decline 6% from last year's historic high, with growth resuming in 2020 and shipments reaching a new high in 2022, according to SEMI.
  • Kioxia announced on October 1 that it is officially operating under its new corporate identity
    Kioxia Holdings, formerly Toshiba Memory Holdings, announced on October 1 that it is officially operating under its new corporate identity effective immediately.
  • Worldwide sales of semiconductors posted a year-over-year decline
    Worldwide sales of semiconductors posted a year-over-year decline for the eighth consecutive month in August 2019.
  • NAND and NOR flash demand for TWS devices, gaming consoles and smartphones has been rising
    NAND and NOR flash demand for TWS devices, gaming consoles and smartphones has been rising along with the approaching of traditional shopping seasons, providing significant growth momentum for fourth-quarter revenues at backend houses ChipMOS Technologies and Orient Semiconductor Electronics (OSE),...
  • Micron reported net profits for its fiscal fourth-quarter 2019 slid to US$561 million
    With suppliers cutting back production and end-market demand picking up on seasonality, NAND flash contract prices have stopped falling in the third quarter and will rise 10% in the fourth quarter, according to industry sources.
  • Contract prices for DRAM held flat in August 2019
    Contract prices for DRAM held flat in August 2019, with prices for 8GB PC DRAM modules averaging US$25.50, according to DRAMeXchange.
  • NAND flash storage solutions will see much stronger demand in 2020 than 2019
    NAND flash storage solutions will see much stronger demand in 2020 than 2019 driven by the commercialization of 5G networks and devices, according to Wallace Kou, president and CEO of Taiwan-based Silicon Motion Technology, which supplies NAND flash controllers for SSDs.
  • Macronix chairman Miin Wu
    Macronix International has obtained 19nm SLC NAND chip orders for set-top boxes (STB) with shipments already kicking off, according to company chairman Miin Wu.
  • Toshiba Memory has announced the launch of a new family of SLC NAND flash memory products
    Toshiba Memory has announced the launch of a new family of SLC NAND flash memory products for embedded applications. Compatible with the widely-used serial peripheral interface (SPI), Toshiba Memory's second-generation serial interface NAND can be used in a wide range of consumer and industrial applications...
  • Intel has unveiled its second-generation Optane storage-class memory codenamed Barlow Pass
    Intel has unveiled its second-generation Optane storage-class memory codenamed Barlow Pass that will be launched along with its new-generation Xeon CPUs in 2020. Intel also disclosed it is developing 144-layer QLC (4bits/cell) NAND flash memory for datacenter SSDs, also slated for launch next year.
  • China semiconductor industry to see growth in the long term
    Despite the global semiconductor industry's weakening demand in the first half, China's semiconductor industry continued to perform stably with sales rising 11.8% on year during the period, but the growth was still weaker than that of first-half 2018, according to Digitimes Research's figures.
  • GigaDevice to raise new funds
    While China DRAM startup ChangXin Memory Technologies (CXMT) is set to kick off commercial production of DRAM chips soon, its cooperative partner GigaDevice Semiconductor Beijing is moving to raise new funds to finance development of new DRAM manufacturing technologies, according to industry sources...
  • More new 12-inch fabs are expected to come online by 2020 in China
    China-based foundries including Hua Hong Semiconductor, CanSemi Technology, and memory startup ChangXin Memory Technologies (CXMT) have recently started operating their new 12-inch wafer fabs in the country, where more new 12-inch fabs are expected to come online by 2020, according to industry sourc...
  • PTI strengthening competitiveness in high-end logic IC field
    Backend house Powertech Technology (PTI) plans to invest up to US$200 million to expand production capacity for high-end logic chips at its Suzhou (China) plant, according to market sources.
  • The industry is expected to grow at a CAGR of 5.8% through 2023
    Benefitting from broad-based demand growth generated by a plethora of applications, the global industrial semiconductor market expanded by 10.8% to reach US$52 billion in 2018, according to IHS Markit.
  • NAND flash chip vendors eyeing new opportunities for future growth
    NAND flash chip vendors have stepped up their pace of deployments in the enterprise and datacenter fields, eyeing new opportunities for future growth.

Global notebook shipment forecast, 2020 and beyond

Global server shipment forecast, 2020 and beyond

Taiwan handsets – 2Q 2019

Taiwan semiconductor foundry sector, 2Q19

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

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