NAND Flash Prices Drop Again; Capacity Plans Could Lead to Oversupply

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…

Prices for DRAMs Continue to Climb while NAND Flash ASPs Drop

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…

component shortages

Micron Fab Interruption May Lead to Tighter DRAM Supply in Q2

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…

Cree CEO Gregg Lowe

Cree Buys Infineon’s RF Power Business

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…

IC Insights - annual wafer capacity trends

Component Shortages Will Ease as Wafer Capacity Grows

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…