DRAM, memory, supply

DRAM Shortage Spotlights Small Memory Suppliers

Sales of DRAM—the most commoditized of electronic components – grew 26 percent in Q2 2021 to $24.1 billion and propelled Samsung to the world’s leading chip supplier  for the same period. But DRAM is also known for frequent boom-to-bust cycles and supplies are looking tight into next year. All of which is good for fabless…

Intel’s at a Memory Crossroads — Again

Intel is at memory business crossroads, again. According to The Wall Street Journal, the semiconductor industry giant is selling its NAND flash unit to SK Hynix for $9 billion. Besides NAND flash chips, the deal encompasses Intel’s solid-state drive business and wafer operations, including Intel’s fabrication facility in Dalian, China. Intel’s love and hate relationship with…

chip, forecast, slash, Covid-19

Chip Forecasts Slashed Amid Pandemic’s Grip

Grim global semiconductor forecasts agree on a pandemic-driven market contraction, with the only variable being how steep and for how long chip demand and revenues will decline. As the unrelenting spread of the novel coronavirus and the resulting lockdown slow consumption and hobble global supply chains, forecasters continue to slash their growth forecasts across market sectors and applications. Demand…

Supply Chain Braces for Coronavirus Fallout

Global technology companies have made employees their priority as the deadly coronavirus spreads across the Chinese mainland and beyond. Late Thursday afternoon, the World Health Organization (WHO) declared the virus a global public health emergency. Apple has restricted employee travel and closed several stores. Avnet has asked employees to work from home. Peugeot and Citroen…

DRAM & NAND Set For Sluggish Rebound

The combined DRAM and NAND memory markets experienced a period of extraordinary growth over the past several years, driven by important megatrends including mobility, cloud computing, AI (Artificial Intelligence), and IoT (Internet of Things). Without a doubt, these megatrends have had a significant impact on the semiconductor industry, especially the memory markets. Yole Développement (Yole)…