IC Insights - annual wafer capacity trends

Component Shortages Will Ease as Wafer Capacity Grows

Silicon wafer production capacity last year wasn’t enough to meet supply and demand across several IC segments, particularly memory components and discrete semiconductors, which resulted in component shortages and extended lead times. Wafer capacity is now forecast to increase over the next two years, which will lessen supply constraints and stabilize pricing as more capacity…

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…