Chip Capex to Grow 34% in 2021 to Reach Record $152 Billion

Purse strings were wide open this year as worldwide semiconductor capex is on track to surge 34% —  its strongest percentage gain since a 41% increase in 2017 — to $152 billion, according to IC Insights. The $152 billion in outlays this year would represent a new record-high annual amount of spending, surpassing the previous…

Buyers to Find Relief in Q1 2022 DRAM Pricing

Buyers will find some pricing relief early next year as DRAM ASPs are expected to decline by as much as 8- to -13 percent, according to TrendForce. Gating materials and components are pushing DRAMs into oversupply in Q4, reports distributor Fusion Worldwide. As a result, year-end audits and inventory issues may cause buyers to hold off purchasing or…

Samsung Passes Intel as No. 1 Chip Supplier in Q2 2021

Driven by surging demand and rising prices for DRAM and flash memory, Samsung, the world’s largest memory supplier, saw its total semiconductor sales increase 19 percent in 2Q21 to $20.3 billion, moving it past Intel and into first place to become the world’s largest semiconductor supplier for 2Q21, IC Insights reported. Samsung was previously ranked…

IoT

Industry 4.0 Expected to be Lead Application for IoT

Avnet Inc.’s Newark business has published new research on the Internet of Things (IoT) which reveals the growing role of IoT for industrial automation and control applications essential to the delivery of Industry 4.0. The IoT Survey, which is run annually by Newark, generates new insights on this key market, including opportunities and challenges for…

reshoring

Reshoring 2020: A Wild Ride, but U.S. is Poised for Change

Two leading research firms measure “reshoring” differently, so their analysis rarely agrees. Conclusions for 2020 were no exception, but U.S. manufacturers say they’re committed to reducing their dependence on foreign supplies. The Reshoring Initiative’s index, which tracks jobs and foreign direct investment (FDI), reported a combined total of 160,649 new announcements for 2020. Reshoring exceeded…

NAND Flash Revenue Up 5.1% in Q1

Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce’s latest investigations. In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer…

Top 15 Chip Makers Grew 21% in Q1

IC Insights’ sales ranking of the world’s top-15 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) companies shows chip makers grew 21 percent in the first quarter of 2021. The group includes eight suppliers headquartered in the U.S., two each in South Korea, Taiwan and Europe, and one in Japan.  The ranking includes…

IC Insights: Samsung to Displace Intel as Chip Leader

IC Insights is currently assembling its 1Q21 top-25 semiconductor supplier ranking, which includes company sales forecasts for 2Q21. Intel was locked in as the world’s top semiconductor manufacturer from 1993 through 2016. However, after nearly a quarter of a century, the semiconductor industry saw a new #1 supplier beginning in 2017 when the memory market…

TrendForce: NAND Flash Contract Prices to Rise 3% to 8%

With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10 percent QoQ, according to TrendForce’s latest investigations. On the other hand, orders from PC OEMs and Chinese smartphone…