Highlights of the day: Components prices rising
The coronavirus outbreak is disrupting production at both assembly plants and their upstream suppliers, with components prices rising. Now MLCC and chip resistor prices are expected to increase throughout 2020. Memory pricing is also...
Uncertainty grows over global memory chip supply
The rapid spread of coronavirus in Korea has raised increasing concerns about global supply of memory chips in 2020 as Korean makers, Samsung Electronics and SK Hynix, account for 73% global output of these devices, according to industry sources.
Memory price outlook still upbeat
Industry observers are generally upbeat about memory chip prices this year, despite the coronavirus outbreak.
Revenues of the global NAND flash industry increased 8.5% sequentially to US$12.55 billion in the fourth quarter of 2019, thanks mainly to growing demand for data center applications, according to DRAMeXchange.
China-based XMC reportedly scales down output for 1Q20
Twelve-inch foundry Wuhan Xinxin Semiconductor Manufacturing (XMC) has reportedly scaled down its chip output amid the coronavirus outbreak.
Many IC companies are now designing high-performance microprocessors, application processors, and other advanced logic devices based on 10nm and 7nm process technology, according to IC Insights.
DRAM contract prices to rally in 1Q20, says DRAMeXchange
DRAM contract prices will start rising in the first quarter of 2020, as PC OEMs and cloud service providers become more active in replenishing inventory, according to DRAMeXchange.
Backend firms see stable demand for memory chips
Taiwan-based backend houses including Powertech Technology (PTI) and ChipMOS Technologies are expected to enjoy stable demand coming from the memory sector in 2020, thanks to brisk demand for gaming and server applications, and also promising demand coming from the "stay-at-home" economy, according...
V-shaped rebound likely in memory market, says Macronix
The memory chip market is expected to see a V-shaped recovery after the coronavirus epidemic ends, according to ROM and flash memory chipmaker Macronix International.
SSD retail prices rally in China beyond expectation
SSD retail prices in China have been rising unexpectedly, as channel distributors have become reluctant to sell amid worries about possible supply chain disruptions caused by the coronavirus outbreak, according to industry sources.
Worldwide semiconductor revenues declined 12.1% to US$412.1 billion in 2019, while Taiwan's IC industry output value registered a slight increase on year, according to a government-sponsored association.
Winbond Electronics and Macronix International are both looking to further enhance their SLC NAND flash chip offerings for industrial and other niche-market applications in 2020, which will help the two Taiwan-based companies boost their profitability this year, according to market observers.
Coronavirus outbreak impact: Digitimes Research estimates impacts on major Chinese IT sectors
The coronavirus outbreak is hitting hard the ICT industries and markets in China. Digitimes Research provides a preliminary estimation on the impacts on four major sectors: semiconductors, display panels, handsets and notebooks. Many...
China SSD makers stepping up quartz components purchases
China-based SSD manufacturers have stepped up their purchases of quartz components in anticipation of tight supplies of passive components due to the coronavirus outbreak, according to industry sources.
The coronavirus is spreading through global technology supply chains, impacting diverse and interconnected sectors of the electronics industry. With the epidemic arriving at dawn of 5G's mainstream deployment phase, the coronavirus has the potential to disrupt the progress of the next-generation wireless...
Apple's manufacturing partners may not be able resume normal production in China anytime soon in the wake of the coronavirus outbreak, but it does not seem to be derailing the vendor's plan of launching the next-generation iPhones in...
The world's top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, with their combined capacity representing 53% of the world's total wafer capacity at the end of 2019, according to IC Insights.
The ongoing coronavirus outbreak has had a negative impact on the world's economy and supply chain, but a rebound should take place in the latter half of 2020 thanks to a general recovery in demand and emerging applications enabled by 5G, according to SEMI.
Server memory demand remains strong
Server memory demand continues to be strong thanks to a pull-in of orders from US- and China-based datacenter and server vendors, which will help sustain contract price growth in the second quarter, according to sources at memory module makers.
Memory industry faces even harsher impact in 2Q20
Challenges arising from the coronavirus outbreak may become severe in the second quarter, according to sources in the memory industry, which may suffer from upstream material shortages starting later this month.
Semiconductor plants in Wuhan, the epicenter of the coronavirus outbreak, are facing increasing variables that may seriously affect their operations, particularly insufficient technical support from equipment suppliers and unstable shipments of raw materials and components associated with major traffic...
The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering the most, reaching average capacity utilization of only 50% due to labor shortages, according to industry sources.
Memory module firms have seen their supply chain partners in China suffer from delayed work resumption and uncertainties in employees' returns amid the coronavirus outbreak, which may disrupt their product deliveries, according to industry sources.
As one of China's semiconductor hubs, Wuxi in Jiangsu province has imposed strict entry restrictions on employees from seven provinces recording high numbers of coronavirus infections, in a bid to prevent spread of the virus in the city.
Apacer cooperates with Allxon to provide remote monitoring of industrial SSD operation
Memory module maker Apacer Technology has cooperated with Allxon, a startup spun off from Acer, to provide a cloud computing-based platform for remotely monitoring operating conditions of industrial SSDs to minimize unexpected maintenance cost, according to company chairman Austin Chen.
China smartphone market and industry (outbreak updates) – 4Q 2019
The coronavirus outbreak has resulted in labor shortage and shipment disruption in China's supply chain.
Taiwan small- to mid-size LCD panels – 4Q 2019
The fourth quarter of 2019 was a traditional slow season for the small- to medium-size panel industry, but Taiwan's shipments...
Global tablet market – 4Q 2019
Global tablet shipments amounted to 43.23 million units in fourth-quarter 2019 as white-box vendors had excess inventory, causing...
Global server shipment forecast and industry analysis, 2020
Digitimes Research estimates that global server shipments moderately declined 1.4% in 2019 but will turn to show positive growth...
Mini/micro LED: Challenges and opportunities in the display industry
Mini LEDs and micro LEDs are expected to become improved backlighting solutions that can significantly enhance displays' quality...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...