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…
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…
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…
Prices for server DRAM chips and RDIMM modules are forecast to rise in the first and second quarters of 2018. The top three server DRAM suppliers will increase prices by a handful of points to help drive sales as they roll-out 32-GB RDIMM products, according to the latest data from DRAMeXchange, a division of TrendForce. Suppliers…
Cree, Inc. has acquired Infineon Technologies’ RF Power Business for approximately $426 million, which strengthens its position in radio frequency (RF) gallium nitride on silicon carbide (GaN-on-SiC) technologies. The acquisition is expected to expand the Cree Wolfspeed business unit’s growth opportunity in the wireless market as the industry transitions to 4G and 5G networks. Cree…
Although NAND flash prices were flat to slightly up in the fourth quarter (Q4) of 2017, suppliers grew their revenues by 6.8 percent on average in Q4, according to DRAMeXchange, a division of TrendForce. The smartphone market was the major demand contributor during the peak season, but the traditional off-season is impacting sales downward in the first…
Price increases for mobile, PC and server DRAMs are starting to moderate in the first quarter of 2018 as suppliers expand and reallocate production capacity. Following an average price hike of about 40 percent in 2017, DRAM prices are forecast to increase in single-digit percentages in the first and second quarters of 2018, according to…
Silicon wafer production capacity last year wasn’t enough to meet supply and demand across several IC segments, particularly memory components and discrete semiconductors, which resulted in component shortages and extended lead times. Wafer capacity is now forecast to increase over the next two years, which will lessen supply constraints and stabilize pricing as more capacity…
DRAMeXchange, a research division of TrendForce, reports that Samsung Electronics, with the support of the Korean government, is signing a memorandum of understanding (MOU) with China’s National Development and Reform Commission (NDRC) that should drive down DRAM price increases. The MOU is expected to consist of cooperation in the semiconductor industry, including further investment in China…