While Renesas officially aims to get its Naka 12-inch wafer production line back to full operation within one month, research firm TrendForce expects the immediate task of restoring the cleanroom and installing new equipment systems to take much longer than that. Renesas said that the fire burned about 5 percent of the total area of…
With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10 percent QoQ, according to TrendForce’s latest investigations. On the other hand, orders from PC OEMs and Chinese smartphone…
The quarterly total revenue of the NAND Flash industry came to US$14.1 billion in 4Q20, showing a quarter over quarter (QoQ) drop of 2.9 percent, according to TrendForce’s latest investigations. The total bit shipments of the NAND Flash industry in 4Q20 registered a QoQ increase of nearly 9 percent. This gain for the most part…
The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says TrendForce. The percentage distribution of DRAM supply bits by application currently shows that PC DRAM accounts for 13%, server DRAM 34%, mobile DRAM 40%, graphics DRAM 5%, and consumer DRAM (or specialty…
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…
PC and server DRAM prices have plummeted by nearly 30 percent so far in the first quarter of 2019, according to DRAMeXchange, a division of TrendForce. This is a deeper plunge than the projected drop of 25 percent expected last month and is the sharpest tumble since 2011. At the same time, most contracts have transitioned…
Both DRAM and NAND flash prices are expected to decline in the 10-percent range in the first quarter (Q1) of 2019. DRAMeXchange, a division of TrendForce, forecasts DRAM prices will drop by 10 percent or higher in Q1 while NAND flash prices will fall by nearly 10 percent. This is a steeper slide than last…
Analysts report that DRAM prices have reached an inflection point and will post lower average selling prices (ASPs) in the fourth quarter. Spot prices for DRAMs have fallen since the beginning of the year and dropped to below-contract levels in in June. That’s an indication of declining prices across the overall market, according to market…
Contract prices of NAND flash products have decreased in the first two quarters of 2018 due to the traditional off-season, and capacity expansion of 64/72-layer 3D NAND flash, according to DRAMeXchange, a division of TrendForce. Further price declines are expected in the third quarter (Q3), although a bit moderated, until the fourth quarter (Q4), when steeper…
Oversupply in the NAND flash market is causing downward price pressure on client solid-state drives (SSDs), which, in turn, is driving up demand for SSDs, according to DRAMeXchange, a division of TrendForce. The market research firm expects the SSD adoption rate in the notebook market will exceed 50 percent in 2018 with PCIe SSDs gradually replacing…