Intel replaced Samsung as the number one quarterly semiconductor supplier in 4Q18 after losing the lead spot to Samsung in 2Q17, according the market research firm IC Insights. While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full year of…
Following significant capacity investment through 2018, DRAM manufacturers plan to scale back their capex for at least this calendar year. One of the significant questions facing the IC industry in the second half of 2019 is if and when the DRAM market will rebound, according to IC Insights. Any rebound in the market will be…
After three consecutive years of growth – and a sales increase of 13.2 percent in 2018—the global semiconductor market is forecast by IDC to decline to $440 billion this year, down 7.2 percent from $474 billion in 2018. IDC’s Semiconductor Applications Forecaster also expects that semiconductor revenues will recover in 2020 and log a compound…
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)…
PC and server DRAM prices have plummeted by nearly 30 percent so far in the first quarter of 2019, according to DRAMeXchange, a division of TrendForce. This is a deeper plunge than the projected drop of 25 percent expected last month and is the sharpest tumble since 2011. At the same time, most contracts have transitioned…
The declining market for semiconductors used in mobile handsets and enterprise servers led to a realignment in the company market-share ranking for semiconductor manufacturers. While Samsung led semiconductor sales for the past five quarters, Intel outpaced Samsung in the fourth quarter. Intel’s semiconductor sales revenue reached $18.4 billion in the fourth quarter, compared to $15.8…
Chinese telecom giant Huawei Technologies is suing the United States, claiming its equipment has been unfairly banned from America and wrongly identified as a security threat. In a live-streaming press conference Thursday, Huawei said it had filed a complaint in a U.S. federal court in Texas challenging Section 889 of the 2019 National Defense Authorization Act…
This article is part of AspenCore Media’s Special Project on Huawei, dissecting the global impact if China’s telecom equipment giant is sanctioned by the United States and its allies. Huawei Technologies Co. — the controversial Chinese vendor of networking gear and smartphones — faces the real possibility that its telecom equipment will be banned from U.S.…
Only 10 chip makers account for 60 percent of the global semiconductor market in 2018, IC Insights reports, significantly up from a 45 percent share in 2008. The top five semiconductor suppliers accounted for 47 of the world’s semiconductor sales in 2018, an increase of 14 percentage points from 10 years earlier. In total, the…
Both DRAM and NAND flash prices are expected to decline in the 10-percent range in the first quarter (Q1) of 2019. DRAMeXchange, a division of TrendForce, forecasts DRAM prices will drop by 10 percent or higher in Q1 while NAND flash prices will fall by nearly 10 percent. This is a steeper slide than last…