Qualcomm Incorporated (NASDAQ: QCOM) today announced that its subsidiary, Qualcomm Technologies, Inc. (Qualcomm Technologies), and Samsung Electronics Co. Ltd. have announced a multi-year strategic relationship agreement between the two companies in various technology areas and across a range of mobile devices. This deal expands the companies’ longstanding relationship as technology and business partners this year…
Samsung Electronics and Apple Inc. boosted their semiconductor spend in 2017, extending their lead as the top two semiconductor buyers in 2017, according to Gartner Inc.’s latest spending report. Together, the companies account for 19.5 percent of the total global market, spending $81.8 billion on semiconductors last year. This is up from more than $20…
Server DRAM prices continue to rise as supply remains tight in the first quarter of 2018, according to DRAMeXchange, a division of TrendForce. Server DRAMs have been in tight supply since the third quarter of 2017, driven by new internet data center projects in North America. DRAMeXchange estimates the prices of DDR4 32 GB RDIMM at…
CES may herald 2018 as the year that artificial intelligence (AI) takes off across all end market segments. Similar to what we’ve seen in the IoT space, these AI applications also overlap into other technology areas, including IoT, cloud, augmented and virtual reality (AR/VR), and big data. AI features already have made a big move…
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 Electronics, the largest memory device supplier, has toppled Intel from its No. 1 position in the global semiconductor industry thanks to undersupply and higher prices in the memory market in 2017, according to Gartner Inc. However, it will be tough for Samsung to retain its leading position as industry analysts forecast possible oversupply of…
A recovery in the smartphone market and strong growth for servers in data centers continue to drive up DRAM sales in the second half of 2017. This also means continued price increases in the double digits. Revenue growth for mobile DRAM in the fourth quarter is expected to outperform last quarter’s sales increase of 4.3…
Contract price increases for NAND flash started to slow in the third quarter of 2017, ranging between zero to six percent after months of price hikes, according to DRAMeXchange, a division of TrendForce. One memory manufacturer posted a price decline. SK Hynix reported in October that the average selling prices (ASPs) for NAND flash fell…
On the heels of strong earnings in the third quarter of 2017, Samsung is forecast to overtake Intel as the top semiconductor manufacturer in 2017, according to IC Insights. This will be the first time Intel has slipped in the top annual ranking since 1993. Intel is forecast to trail Samsung by $4.6 billion in…
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…