Contract prices of NAND flash products have decreased in the first two quarters of 2018 due to the traditional off-season, and capacity expansion of 64/72-layer 3D NAND flash, according to DRAMeXchange, a division of TrendForce. Further price declines are expected in the third quarter (Q3), although a bit moderated, until the fourth quarter (Q4), when steeper…
The North American franchised distribution industry had a robust 2017. The electronics industry saw the signs of a turnaround in the second half of the year as demand spiked and lead times extended for memory ICs (DRAMs and NAND flash), capacitors, resistors, discrete semiconductors and power components. Longer lead times – and allocations – have…
Oversupply in the NAND flash market is causing downward price pressure on client solid-state drives (SSDs), which, in turn, is driving up demand for SSDs, according to DRAMeXchange, a division of TrendForce. The market research firm expects the SSD adoption rate in the notebook market will exceed 50 percent in 2018 with PCIe SSDs gradually replacing…
Prices for DRAMs, with the exception of graphics applications, has increased by 3 percent to 6 percent in the first quarter (Q1) of 2018, according to DRAMeXchange, a division of TrendForce, resulting in a 5.4 percent increase in global DRAM revenue. Graphics DRAMs experienced the largest price hikes, increasing by 15 percent in Q1. “Most PC…
China has taken a big step in its push into the memory IC industry. Three major Chinese companies are getting ready for trial production of DRAMs and NAND flash in the second half of 2018. YMTC, Innotron (Hefei Chang Xin) and JHICC are scheduled to start trial production of NAND Flash, mobile DRAM and specialty…
In late March, Micron reported that its production facility Micron Memory Taiwan (formerly Rexchip) experienced an interruption of nitrogen gas supply due to the malfunctioning of the gas generation system located outside the facility, according to DRAMeXchange, a division of TrendForce. Although the equipment has been fixed, the facility is not expected to return to full…
Posting the highest year-over-year growth in 14 years, the global semiconductor industry grew 21.7 percent in 2017, reaching $429.1 billion, according to IHS Markit. Another milestone was Samsung toppling Intel as the market leader for the first time in 25 years. Samsung reported 53.6 percent growth in 2017, thanks to rising prices and tight supply of…
Cost reduction, new products/market development, and managing risks continue to be the biggest priorities for procurement leaders, according to Deloitte’s global chief procurement officer (CPO) 2018 report. These leaders also are working to better align procurement and business priorities to deliver value by focusing on strategies such as consolidating spend, reducing total life cycle/ownership costs…
IPC — Association Connecting Electronics Industries® announced today the January 2018 findings from its North American Printed Circuit Board (PCB) Statistical Program. Both sales and orders were up year-over-year in January. Due to continued strong order growth in January, the book-to-bill ratio climbed to a 12-year high of 1.16. Total North American PCB shipments in January…
The global IC market forecast has been revised upward from 8 percent to 15 percent due to stronger than expected average selling prices (ASPs) for DRAMs and NAND flash devices, according to the latest research from IC Insights. The biggest revisions to IC Insights’ 2018 McLean Report were in the memory market. The growth forecast…