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…

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Allocation 2017: What’s Behind the Component Shortage

Component shortages are not just about increased demand. Any number of factors – production capacity, supply chain disruptions, obsolescence and technology migration – can contribute to product scarcity. For 2017 and 2018, supplier merger and acquisition (M&A) activity can be added to the causation list. Semiconductor and tech mergers reached an all-time high in 2016 and formed…

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High-Tech M&A: No Price Too High, No Firm Too Big

The consolidation of the semiconductor sector has moved into a new phase involving mega transactions that may trigger similarly large acquisitions in other segments of the electronics market and further the redrawing of the industry supply chain as OEMs, contract manufacturers and component distributors re-align with the new power centers. IC market consolidators had been…

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Block Party: How Manufacturers Can Harness the Power of Blockchain to Enhance Supply Chain Management

Blockchain is tagged as one of the up-and-coming technologies that will bring disruption to many industries and business functions, including supply chain management. So what is blockchain, and how and where can it be used? Blockchain:  What it is & how it works Blockchain is mostly known as the technology behind the cryptocurrency Bitcoin. In…

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Stadium Group, Allied Sign Distribution Deal

Stadium Group, a leading provider of design-led connectivity solutions, power products, human machine interface and electronic assemblies, today announced a distribution agreement for the Americas region with Allied Electronics, a leading high-service authorized distributor of industrial automation products, electronic components, and electromechanical products. The agreement covers the distribution by Allied Electronics of a wide range…

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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…

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