Memory chips
  • More DRAM modules are expected to be made in Southeast Asia
    Taiwan-based PCB makers APCB and Apex International, both with manufacturing operations in Thailand, are expected to enjoy new business opportunities arising from Korean makers of DRAM modules relocating production from China to Southeast Asia, according to industry sources.
  • Huawei's fate looks grim
    Huawei's woes seem to have been compounded by Chinese chipmakers who, wary of breaching the US trade sanctions that took effect on September 15, have reportedly suspended shipments to the tech giant. Huawei had been aggressively building...
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    China-based chipmakers have quietly suspended their shipments to Huawei, as well as the joint development projects they had been working with the Chinese vendor, amid concerns about being targeted for breaching US trade restrictions, according to industry sources.
  • Uncertainty in memory demand outlook for rest of 2020
    DRAM and NAND flash chipmakers will be engaged in inventory adjustments during the fourth quarter of 2020, according to sources at Taiwan-based IC distributors.
  • SEMICON Taiwan 2020 to take place during September 23-25
    Advanced, smart and green manufacturing will take center stage on-site and online during SEMICON Taiwan 2020 that takes place during September 23-25.
  • US ban on SMIC could trigger a chain reaction
    The US is reportedly mulling imposing sanctions on China's largest pure-play foundry house, SMIC. Such a move could severely disrupt supply of NOR flash, as one of the the world's biggest suppliers for the memory, GigaDevice, relies heavily...
  • Macronix chairman Miin Wu
    A US ban on China's pure-play foundry SMIC, a supplier to GigaDevice, might lead to severe shortages of NOR flash memory, according to Macronix International chairman Miin Wu.
  • NAND flash prices under downward trend
    Despite a recent pick-up in NAND flash spot prices, the memory ASPs will still be on a downward trend until Lunar New Year in February 2021, according to KS Pua, chairman for memory device controller specialist Phison Electronics.
  • The semiconductor sees a volatile 2020
    Soaring pandemic-inspired demand for chips that power everything from communications and IT infrastructures to personal computing, gaming and healthcare electronics will drive an 8% increase in global fab equipment spending in 2020 and a 13% increase in 2021, according to SEMI.
  • Phison upbeat about PCIe SSDs
    Phison Electronics has expressed optimism about its PCIe SSD controller shipments in 2021, thanks to growing demand for game consoles and notebooks, and that from the retail market.
  • Memory spot prices start to rise
    Spot market prices for DRAM memory have rallied 10-15% so far in September 2020, according to sources at memory module houses. Huawei's aggressive chip purchases prior to new US sanctions against it have led to the spot price hikes.
  • Winbond reported sales increase for August
    Winbond Electronics and Macronix International have reported sequential increases in August consolidated revenues of 7.5% and 0.5%, respectively.
  • QLC SSD demand begins rising from consumer and enterprise applications
    With major chipmakers ramping up their quad-level cell (QLC) NAND flash output, SSDs utilizing the technology storing four bits per cell have become commercially available and are set to soon penetrate at a faster pace into the markets for both enterprise- and consumer-class storage devices, according...
  • Leading IC suppliers vary on 2H20 growth expectations
    Most IC suppliers experienced weaker demand and generally poor sales results in the first half of 2020 due to the coronavirus pandemic and strained US-China trade relations. However, some key IC suppliers believe that the second half of this year will yield better results. Second-half guidance and...
  • Memory inventory is piling up
    Memory chipmakers have seen inventory pile up amid weakening demand from the datacenter sector. They have almost four months worth of memory inventory on average, and mobile DRAM inventory levels are even higher. Although components suppliers...
  • Nanya sees weak results in August
    DRAM maker Nanya Technology has reported August revenue slipped 0.8% sequentially to a six-month low of NT$4.87 billion (US$166 million).
  • Sales increased in July
    Worldwide sales of semiconductors came to US$35.2 billion in July 2020, up 4.9% from US$33.5 billion a year earlier and 2.1% from US$34.5 billion in the prior month, according to Semiconductor Industry Association (SIA).
  • Micron GDDR6X powers Nvidia CPUs
    Micron Technology has claimed its GDDR6X is the world's first to power system bandwidth up to one terabyte per second (TB/s). Working with Nvidia, Micron debuted GDDR6X in the new Nvidia GeForce RTX 3090 and GeForce RTX 3080 graphics processing units (GPU).
  • Demand for memory from the handset sector has been weak
    Samsung Electronics and some others have held nearly four months of DRAM and NAND flash inventories on average, due to a slowdown in orders for datacenter applications and overall weaker consumer sentiment than pre-pandemic levels, according to industry sources.
  • Kingston continued to dominate the market in 2019
    Global DRAM module sales totaled US$16.1 billion in 2019, down a slight 2.7% on year, according to TrendForce.
  • Huawei's fate could be sealed soon
    The US trade ban has driven Huawei to the edge. Taiwanese semiconductor suppliers who have met the Chinese vendor's high-level figures recently have come to a conclusion: Huawei fears its mobile device business will evaporate gradually...
  • NAND flash sales increased
    Revenues of the global NAND flash industry increased 6.5% sequentially to US$14.5 billion in the second quarter of 2020, when bit shipments and ASPs both grew about 3% on quarter, according to DRAMeXchange.
  • DRAM spot prices rise

    Sep 1, 10:40
    Huawei is stocking up
    DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
  • Samsung's new Pyeongtaek semiconductor fab
    Samsung Electronics has announced mass production of 16Gb LPDDR5 mobile DRAM, using extreme ultraviolet (EUV) technology, at its second production line in Pyeongtaek.
  • Winbond chairman Arthur Chiao
    Taiwan-based mobile and specialty DRAM maker Winbond is aggressively making deployments in IoT information security seeking to pioneer the establishment of a related ecosystem in Taiwan.

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