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…

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…

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…