DRAM, prices, DRAMeXchange

DRAM Contract Prices Remain Under Pressure; NAND Poised for Rebound

DRAMeXchange, a division of TrendForce, reports that following the Toshiba outage in mid-June, the Japanese government announced that it will be controlling South Korea-bound exports of three key materials used in the manufacturing of semiconductors, smartphones and panels, causing module manufacturers in the memory industry downstream to give higher quotes. However, since DRAM and NAND Flash…

Foxconn, LCD, flipflop, US

What’s Behind Foxconn’s Flipflop on U.S. LCD Plant?

Anyone familiar with Foxconn/Hon Hai Precision Industry retained a healthy dose of skepticism when Foxconn announced it would build advanced liquid-crystal displays (LCDs) in Wisconsin. To put it charitably, Foxconn is not renowned for honoring its contracts. More than 20 years ago, when I was working for Electronic Business magazine, one of our editors spent…

Toshiba Appoints New CEO

The Board of Directors (the Board) of Toshiba Corporation (TOKYO: 6502), meeting today, resolved to appoint Mr. Nobuaki Kurumatani for the post of Representative Executive Officer and Chairman of Toshiba Corporation, as of April 1, 2018. The Board has also decided to reappoint Mr. Satoshi Tsunakawa to his current position of Representative Executive Officer and…

Toshiba, Western Digital Resolve Disputes

Toshiba Corporation (TOKYO: 6502) (“Toshiba”), Toshiba Memory Corporation (“TMC”) and Western Digital Corporation (NASDAQ: WDC) (“Western Digital”) have entered into a global settlement agreement to resolve their ongoing disputes in litigation and arbitration, strengthen and extend their relationship, and enhance the mutual commitment to their ongoing flash memory collaboration. As part of this agreement, TMC…

No Supply Impact from Toshiba NAND Flash Production Suspension

Industry reports indicate that Toshiba recently suspended production for its NAND flash. DRAMeXchange, a division of TrendForce, confirms that Toshiba has had lower than expected output for its NAND flash production related to issues with equipment operation but it will not impact the company’s fourth-quarter contract shipments. DRAMeXchange also does not expect the production issues to…

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…