Memory chips
  • Output value for the global DRAM memory industry will increase more than 30% to US$96 billion in 2018, following a robust 76% surge, according to DRAMeXchange.
  • Taiwan's prosecutorshave launched an investigation into two former Nanya Technology employees over allegations of trade secret theft.
  • IC industry wafer capacity, specifically in the memory segment, was inadequate to meet demand throughout 2017. However, new IC manufacturing lines are expected to boost industry capacity by 8% in both 2018 and 2019, according to IC Insights.
  • Memory makers are demanding their downstream clients place orders for DRAM chips bundled with certain amounts of NAND flash, according to industry sources. Such bundled deals are expected to be the major point in memory price negotiations during the first half of 2018, said the sources.
  • Silicon Motion has already delivered SSD controller samples for cloud data centers
    Silicon Motion Technology has begun shipping its SATA3 SSD controllers for Micron's Crucial MX500 SSD series and second-generation PCIe NVMe controllers for Intel's 760p series, the company disclosed in a statement announcing its financial results for the fourth quarter of 2017.
  • Winbond Electronics and Macronix International have reported sequential decreases in January revenues of 2.2% and 1.1%, respectively.
  • Worldwide silicon wafer area shipments increased 10% in 2017 when compared to 2016 area shipments, while silicon revenues grew 21% on year, according to SEMI.
  • In a clear sign of recovery from a disappointing downturn just two years ago, global spending on semiconductors rose to a five-year high in 2017, spurred by a hike in the pricing of memory components as well as by solid growth in chip spending across all technology markets, according to IHS Markit
  • Micron Technology has announced an upward revision to its revenue and EPS guidance for its second quarter of fiscal 2018 ended March 1. Micron now expects that on a non-GAAP basis, revenues will be in the range of US$7.2 billion to US$7.35 billion compared with its prior guidance of US$6.8-7.2 billion...
  • DRAM chipmaker Nanya has reported consolidated revenues of NT$6.15 billion (US$210.1 million) for January 2018, hitting a monthly record for the fourth consecutive month.
  • The global semiconductor industry posted sales totaling US$412.2 billion in 2017, the industry's highest-ever annual sales and an increase of 21.6% compared to the 2016 total, according to the Semiconductor Industry Association (SIA).
  • Winbond president Tung-Yi Chan
    Net profits at Winbond Electronics, a supplier of specialty DRAM and flash memory, hit a 17-year high of NT$5.55 billion (US$189.3 million) in 2017. EPS for the year came to NT$1.54 compared with NT$0.81 in 2016.
  • SK Hynix enterprise SSD with 72-layer 512Gb NAND
    SK Hynix has announced the company completed recently the development of enterprise SATA SSDs built using its 72-Layer 512Gb (Gigabits) 3D NAND flash chips.
  • Samsung Electronics reportedly will sign a memorandum of understanding (MOU) with China's National Development and Reform Commission (NDRC), which has expressed concerns over Samsung's significant role in memory-chip price increases.
  • Mask ROM and flash chipmaker Macronix International swung to net profits of NT$5.52 billion (US$189.2 million) in 2017 from losses of NT$243 million in 2016. EPS for 2017 arrived at NT$3.12.
  • Greatek Electronics CEO Boris Hsieh
    After scoring impressive revenue and profit records in 2017, Taiwan-based logic IC packaging firm Greatek Electronics, an affiliate of Powertech Technology (PTI) , is quite optimistic about its performance prospects for 2018, with revenue growth to be bolstered by new packaging processes, new customer...
  • Robust memory chip demand boosted Samsung Electronics' profitability in the fourth quarter of 2017, when the vendor's net profits surged 72.9% on year to KRW12.26 trillion (US$11.5 billion).
  • Memory-IC backend specialist Powertech Technology (PTI) saw its net profits climb to a seven-year high of NT$5.85 billion (US$200.4 million) in 2017.
  • Samsung Electronics and Apple remained the top two semiconductor chip buyers in 2017, representing 19.5% of the total worldwide market, according to Gartner. Samsung and Apple together consumed US$81.8 billion of semiconductors in 2017, an increase of more than US$20 billion from 2016.
  • Mobile DRAM contract prices will rise a mere 3% sequentially in the first quarter of 2018, according to DRAMeXchange. Despite the recent launch of new full-screen smartphones, consumers have been less willing to make purchases resulting in lower-than-expected mobile phone sales.
  • North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings...
  • Annual semiconductor unit shipments (integrated circuits and opto-sensor-discretes, or O-S-D, devices) are expected to grow 9% in 2018 and top one trillion units for the first time, according to IC Insights.
  • Memory chipmaker SK Hynix saw its revenues, operating profits and net profits reach record-high levels for the fourth consecutive quarter in the fourth quarter of 2017.
  • After experiencing an impressive rise in 2017, DRAM prices are expected to soar further in the first half of 2018, and overall market situations will remain steady throughout the year despite some makers having announced plans to ramp up their production capacities, according to Lee Pei-ing, president...
  • The annual revenues scored by firms operating in the Southern Taiwan Science Park (STSP) are expected to break the NT$1 trillion (US$33.84 billion) in the near future, as Taiwan Semiconductor Manufacturing Company (TSMC) will soon set up its 5nm and 3nm fabs and Winbond Electronic also plans to build...

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