Micron. memory, DRAM

Will China’s Micron Ruling Impact the Supply Chain?

DRAM supply and demand is so volatile that memory production, prices and availability are often measured separately from other semiconductor products. The electronics industry is currently in the midst of shortages of many critical components. An injunction, which has halted U.S.memory manufacturer Micron Technology from producing certain DRAM and SSD products in China, may press an…

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…

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…

TrendForce: Samsung, China Meeting Could Moderate DRAM Prices

A December meeting between China’s National Development and Reform Commission (NDRC) and Samsung Electronics about the company’s role in price increases for memory products could moderate DRAM price hikes in the first quarter of 2018, according to DRAMeXchange a division of TrendForce. It also could potentially drive Samsung, the market leader for DRAM and NAND flash, to…