Buyers: DRAM Prices to Rise 10% in Q4

Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues for DRAM makers, according to DRAMeXchange, a division of TrendForce. Due to continued tight supply and limited bit supply growth, DRAM revenue increased 16.2 percent sequentially. The market outlook for the fourth quarter indicates…

Production Capacity for AMOLED Panels Expands; China’s Share to Rise

Due to rising demand for OLED displays in smartphones and high-end flat panel TVs, panel manufacturers are making bigger investments in new OLED display fab construction, according to market research firm IHS Markit. This investment is expected to increase global production capacity of AMOLED panels — including both red-green-blue (RGB) OLED and white OLED (WOLED)…

Samsung Could End Tight DRAM Supply Earlier Than Expected

Over the past two years, memory device buyers have faced DRAM supply issues due to curtailed production capacity expansion and technology migration challenges. This also translated into double-digit price hikes. Samsung is now considering production capacity expansion for DRAM, which could potentially end tight supply for DRAM sooner than anticipated, according DRAMeXchange, a division of TrendForce.…

OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…

NAND Flash: Expect Higher Tags, Tight Supply in Q3

Contract prices for NAND flash increased by three to 10 percent in the second quarter of 2017, and are expected to keep rising in the third quarter, according to DRAMeXchange, a division of TrendForce. Buyers also faced tight supply throughout the second quarter, which is likely to continue into 2018, according to analysts. The memory device…