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…

DRAMeXchange Mobile DRAM prices - average DRAM price

Samsung, NDRC Deal Will Cut DRAM Price Increases

DRAMeXchange, a research division of TrendForce, reports that Samsung Electronics, with the support of the Korean government, is signing a memorandum of understanding (MOU) with China’s National Development and Reform Commission (NDRC) that should drive down DRAM price increases. The MOU is expected to consist of cooperation in the semiconductor industry, including further investment in China…

Looming Price Hikes, Tight Supply for LCD Driver ICs

Rising demand for internet of things (IoT), automotive electronics and smart home devices are driving foundries to shift some of their 200-mm production from LCD driver ICs to more profitable power management IC (PMIC) and microcontroller (MCU) devices, according to WitsView, a division of TrendForce. The result: panel makers should expect five to 10 percent higher…