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…
Analysts report that DRAM prices have reached an inflection point and will post lower average selling prices (ASPs) in the fourth quarter. Spot prices for DRAMs have fallen since the beginning of the year and dropped to below-contract levels in in June. That’s an indication of declining prices across the overall market, according to market…
Editor’s note: Apple hit a market cap of $1 trillion on August 2. How’d they do that? While everybody else in the electronics industry is talking about this extraordinary milestone, Apple is staying mum when it comes to those who supply chips and components to Apple. As part of our Special Project on ‘Apple’s $1 Trillion Climb’…
Sales of the top 15 semiconductor companies grew by 24 percent in the first half of 2018 (1H18) compared to the 1H17, which is four points higher than the total worldwide semiconductor industry growth during the same period, according to IC Insights’ latest update to the McLean Report. The research also shows that the top…