Taipei, Wednesday, August 31, 2016 01:21 (GMT+8)
mostly cloudy
Taipei
31°C
Digitimes Insight: Limited wafer availability good for DRAM industry
Nobunaga Chai, DIGITIMES Research, Taipei [Monday 21 March 2011]

With major silicon wafer plants remaining closed following the recent earthquake and tsunami that struck Japan, there is growing concern in the memory industry whether chip companies are preparing for any possible disruption to production.

Potential wafer supply disruptions may actually push the memory industry, especially the DRAM sector, to reach a balance between supply and demand. There has been a substantial rise in DRAM supplies since the second half of 2010.

Digitimes Research previously forecast that the DRAM industry would be dogged by oversupply as chipmakers ramp up output through conversions to new technology nodes. Worldwide DRAM supply would exceed demand by 28% in 2011, according to estimates made in January 2011.

Major DRAM producers plan to grow their capacity for 2011 between 40% and 70%, with any of their output growth expected to outpace the rise in overall demand.

As for NAND flash, a short supply of silicon wafers would just soften chipmakers' efforts to increase their capacity in 2011. Major NAND-chip producers including Samsung Electronics, Toshiba and Hynix are all gearing up to enter the 20nm-class technology era in 2011. Samsung, Toshiba and Micron Technology are also looking to implement their new fab plans.

Despite concerns about wafer supply disruptions caused by the earthquake, the NAND flash industry is still expected to see its overall bit growth reach 78% in 2011 to 9.33 billion GB.

Shin-Etsu Handotai's (SEH) main silicon wafer plant in Fukushima Prefecture remains closed with no time-frame for when it will re-open, according to parent company Shin-Etsu's latest statement about SEH's business status following the earthquake. Monthly capacity at the facility accounts for more than 60% of SEH's overall production capacity.

Sumco has been less affected due to its main factory sites being located away from quake-hit areas. Production at its damaged plant in Yamagata Prefecture has been shifted to other plants in the Kyushu region, according to Sumco's most recent status update.

Digitimes Research: Major DRAM firms' supply growth estimate, 2011

Source: Digitimes Research, March 2011

Topics: Page 2

Realtime news
  • LTCC module maker ACX to see revenues high in August, 3Q16

    Bits + chips - Newswatch | 3h 1min ago

  • Smartphone vendors likely to follow Samsung Electronics to adopt IR LED-based iris recognition

    LED | 3h 54min ago

  • Samsung announces mass production of 14nm Exynos chips

    Bits + chips | 4h 4min ago

  • Hiwin Technologies expects robot business to begin to profit at end of 2016, says report

    Before Going to Press | 4h 22min ago

  • Acer sets up 2 subsidiaries to develop smart home and transportation devices

    Before Going to Press | 4h 23min ago

  • Orders for iris recognition chips to boost Xintec revenues in 2017, says report

    Before Going to Press | 4h 31min ago

  • Thermal module maker AVC reports earnings for July

    Before Going to Press | 4h 31min ago

  • Connector maker Alltop posts EPS NT$2.55 for January-July period

    Before Going to Press | 4h 33min ago

  • LTCC module maker ACX to see revenues high in August, 3Q16

    Before Going to Press | 5h ago

  • Mirle develops 3D curved glass forming equipment, says report

    Before Going to Press | 5h 2min ago

  • Tripod to post 5-8% revenue growth in 3Q16, says report

    Before Going to Press | 5h 21min ago

  • Taiwan market: LG launches X-series smartphones

    Before Going to Press | 5h 22min ago

  • Enterprise private, public cloud use on the rise, says VMware CEO

    Before Going to Press | 5h 41min ago

  • VMware unveils Cross-Cloud Architecture, Cloud Foundation at VMworld 2016

    Before Going to Press | 5h 43min ago

  • Taipei to host International Industrial Automation show

    Before Going to Press | 5h 45min ago

  • LG Electronics to launch 38-inch 21:9 Ultra Wide LCD monitor

    Before Going to Press | 5h 50min ago

  • NVM IP provider eMemory unveils EcoBit technology for RFID and NFC applications

    Before Going to Press | 5h 51min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2016

RESEARCH EXTRAS | Apr 1, 15:47

Strong demand from the cloud computing market helped Taiwan's server shipments grow 12.5% on year to break 10 million units in 2015, accounting for 90.7% of worldwide shipments and the percentage is expected to grow to 91.1% in 2016. This Digitimes Research Special...

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

Global tablet market – 2Q 2016

GLOBAL TABLET | Aug 29, 18:33

Worldwide tablet shipments dropped 9.4% sequentially and 13.2% on year to total only around 40 million units in the second quarter of 2016.

China smartphone market and industry – 2Q 2016

CHINA SMARTPHONE | Aug 26, 15:20

Smartphone shipments in the China market totaled 149 million units in the second quarter of 2016, representing an increase of 2.7% on quarter and 14.3% on year.

Taiwan notebooks - 2Q 2016

TAIWAN MOBILE DEVICE | Aug 17, 14:37

Notebook brand vendors started replenishing their stocks in the second quarter after digesting their inventory in the previous quarter. The replenishment demand boosted their Taiwan-based ODM partners' shipments.

Taiwan server shipment forecast and industry analysis, 2016
Wireless broadband developments in Southeast Asia markets
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.