Memory chips
  • PS5 is coming soon
    Sony is expected to introduce its PS5 later this year, with Taiwanese backend service providers already starting delivering shipments for the new games consoles. Construction of 5G infrastructure may still be going on in China, but PCB...
  • Semiconductor sales went up
    The global semiconductor industry posted June sales of US$34.5 billion, up 5.1% on year but down 0.3% sequentially, according to Semiconductor Industry Association (SIA).
  • Prices for high-density memory chips come under downward pressure
    DRAM maker Nanya Technology has reported revenue declined 7.8% sequentially to a five-month low of NT$4.91 billion (US$166.8 million) in July 2020.
  • Both Macronix and Winbond gearing up for high-density NOR flash market boom
    China-based chipmakers, such as GigaDevice, have stepped up their deployments in the automotive and other high-end NOR flash market segments eyeing a more significant market share, according to industry sources.
  • Silicon Motion CEO
    NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$114 million and US$120 million in the third quarter of 2020, down 12-17% sequentially, with gross margin reaching 47.5-49.5% compared with 50% in the prior quarter.
  • NAND flash and DRAM are the top-2 IC segments
    DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.
  • Samsung sees firm demand for appliances and memory chips
    Samsung Electronics has reported operating profits of KRW8.15 trillion (US$6.86 billion) for the second quarter of 2020, up 26% sequentially and 23% on year.
  • Winbond president
    Specialty DRAM and flash memory maker Winbond Electronics returned to profitability in the second quarter of 2020, ending a streak of two consecutive quarterly losses.
  • Macronix president
    Macronix International continues to see its production lines run at full capacity, while scaling up substantially its 19nm NAND chip output, according to CY Lu, president for the maker of flash and ROM memory.
  • Science and Technology Minister Wu Tsung-tsong
    Taiwan is in a good position to develop precision healthcare, thanks to its large volumes of medical data, strong semiconductor ecosystem and ICT manufacturing capability, according to science and technology minister Wu Tsung-tsong.
  • Silicon wafer shipments rise in 2Q20
    Worldwide silicon wafer area shipments rose 8% sequentially and 6% on year in the second quarter of 2020, according to SEMI.
  • Memory chip demand from smartphones remains weak
    Memory demand for smartphones remains sluggish, and demand from the data center and server segment is slowing down, pushing up inventory levels at memory chip makers. But midrange smartphone chips from MediaTek are still expected to see...
  • Semiconductor equipment billings dropped in June
    June billings among North American manufacturers of semiconductor production equipment slipped 1.1% sequentially but stayed above US$2 billion, according to SEMI.
  • Nova expects demand to pick up
    Taiwan-based Nova Technology, which specializes in water, gas and chemical process systems, expects a substantial pick-up in orders from China's chipmaking sector to drive its overall revenue growth in the second half of 2020.
  • DRAM and NAND flash prices set to drop in 2H20
    Memory chipmakers have seen their inventory levels start swelling amid continued weak demand for smartphones, according to industry sources.
  • Microsoft expects strong demand for datacenter services
    Datacenter server demand is expected to remain robust in the coming months. And Wiwynn, a subsidiary of Wistron, reportedly will land about half of Microsoft's datacenter server orders for 2021. But for server shipments to brand vendors,...
  • Micron executive VP Sumit Sadana
    Micron Technology remains optimistic about its operations in the fourth quarter of fiscal 2020, thanks to continued strong demand for data center applications, and the company's efforts to push toward high value-added products, according to Sumit Sadana, executive VP and chief business officer at Micron...
  • The Korean memory vendor saw impressive results in 2Q20
    SK Hynix has reported operating profits of KRW1.95 trillion (US$1.62 billion) on consolidated revenue of KRW8.61 trillion for the second quarter of 2020.
  • PTI
    Memory backend specialist Powertech Technology (PTI) is set to move its FoPLP (fan-out panel level package) technology into volume production starting early 2022, according to company chairman DK Tsai.
  • Semiconductor equipment spending to hit record in 2021
    Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase 6% to US$63.2 billion in 2020 compared to US$59.6 billion in 2019, before logging record high revenue of US$70 billion in 2021 on the strength of double-digit growth, according to SEMI...
  • Kioxia
    Kioxia has announced that its lineup of NVMe, SAS and SATA SSDs have been successfully tested for compatibility and interoperability with Broadcom's 9400 series of host bus adapters (HBA) and MegaRAID adapters. The drives are available for client PCs, as well as data center, hyperscale and enterprise...
  • The IC market will still see growth despite the coronavirus impacts
    Even with the disastrous effects of COVID-19 on the global economy, the worldwide IC market is expected to show single-digit growth in 2020 after dropping by 15% last year, according to IC Insights.
  • ESMT enjoyed a particularly strong 1Q20
    Memory-IC design house Elite Semiconductor Memory Technology (ESMT) believes demand already hit bottom for 2020 in the second quarter and is starting picking up in July.
  • Micron has announced DDR5 program
    Micron Technology has announced an enablement program which will provide early access to technical resources, products and ecosystem partners, giving them aid in the design, development and qualification of next-generation computing platforms that use DDR5.
  • Creator PCs are growing to become a new growth driver in 2020
    Gaming products and creator-focused notebooks will be driving several memory module makers' revenue growth in the second half of 2020, according to industry sources.

Taiwan notebooks – 2Q 2020

Global server market – 2Q 2020

Taiwan LCD monitors – 1Q 2020

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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