Samsung Capital Expenditure for DRAM and NAND

Will Samsung Dash China’s Memory Market Hopes?

Is Samsung’s massive $26 billion semiconductor capex only delaying China’s push into the memory device market? While it’s not likely to halt China’s inevitable drive into the DRAM and NAND flash markets despite technology challenges, it may wield a bigger influence on its competitors’ capex plans as Samsung protects its leadership position. For buyers, it…

Buyers: DRAM Prices to Rise 10% in Q4

Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues for DRAM makers, according to DRAMeXchange, a division of TrendForce. Due to continued tight supply and limited bit supply growth, DRAM revenue increased 16.2 percent sequentially. The market outlook for the fourth quarter indicates…

supply chain disruption

Business Continuity Strengthens the Supply Chain

Supply chain resilience is increasingly seen as a critical component of an organization’s ability to deal with supply chain disruptions. With growing support from top management more organizations believe business continuity is key to increasing the resilience of their supply chains. A survey, conducted by the Business Continuity Institute (BCI) and supported by Zurich Insurance Group,…

Production Capacity for AMOLED Panels Expands; China’s Share to Rise

Due to rising demand for OLED displays in smartphones and high-end flat panel TVs, panel manufacturers are making bigger investments in new OLED display fab construction, according to market research firm IHS Markit. This investment is expected to increase global production capacity of AMOLED panels — including both red-green-blue (RGB) OLED and white OLED (WOLED)…

Samsung Could End Tight DRAM Supply Earlier Than Expected

Over the past two years, memory device buyers have faced DRAM supply issues due to curtailed production capacity expansion and technology migration challenges. This also translated into double-digit price hikes. Samsung is now considering production capacity expansion for DRAM, which could potentially end tight supply for DRAM sooner than anticipated, according DRAMeXchange, a division of TrendForce.…