Sales of DRAM—the most commoditized of electronic components – grew 26 percent in Q2 2021 to $24.1 billion and propelled Samsung to the world’s leading chip supplier for the same period. But DRAM is also known for frequent boom-to-bust cycles and supplies are looking tight into next year. All of which is good for fabless…
Increased component prices are inevitable when demand outstrips supply. But the electronics supply chain is being hammered on all sides – from materials to logistics — with rising costs. As one freight expert put it: “In 2020 and 2021, global logistics just can’t seem to catch a break.” For months, the Institute for Supply Management…
The indefinite extension of Malaysia’s pandemic-related movement control order (MCO) 3.0 has posed severe challenges for the global MLCC market, according to TrendForce. The high-end MLCC segment, in particular, is expected to suffer the most severe shortage, and products that feature high-end MLCC, such as smartphones, notebooks, networking products, server, and 5G base station components,…
With Intel Corp. predicting that the chip shortage could last years, foundries — and chip makers — are in a position to increase prices. TrendForce reports various foundries are raising their wafer prices and adjusting their product mixes to ensure profitability. Back in March, Intel announced plans to invest $20 billion in U.S. chip facilities…
Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce’s latest investigations. In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer…
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…