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Samsung chip business posts record operating profits for 4Q16

Jan 24, 15:07

Samsung Electronics has reported operating profits of KRW9.22 trillion (US$7.9 billion) for the fourth quarter of 2016 - the highest in 13 quarters - while its semiconductor business posted record profits of KRW4.95 trillion.

NOR flash prices rise, says report

Newswatch - Jan 23, 22:18

NOR flash prices are set to rise 5-7% sequentially in the first quarter of 2017, following more than four years of declines, according to a recent Chinese-language Economic Daily News (EDN) report.

PTI 1Q17 sales to beat seasonal patterns, says president

Jan 23, 21:47

Packaging and testing company Powertech Technology (PTI) expects its performance during the first quarter of 2017 to be stronger than the seasonal pattern seen historically, said company president JY Hung at a January 23 investor meeting.

Semiconductor M&A reach peak in 2015-2016, says IC Insights

Jan 20, 14:50

More than two dozen acquisition agreements were announced by semiconductor companies worldwide in 2016, with a combined value of US$98.5 billion compared to the record-high of US$103.3 billion in purchases struck in 2015, when over 30 deals were reached, according to IC Insights.

Tsinghua Unigroup to build US$30 billion memory plant in Nanjing

Jan 20, 10:55

China's Tsinghua Unigroup on January 18 struck a deal with the municipal government of Nanjing to establish an IC manufacturing site in the Chinese city for developing and producing 3D NAND flash and DRAM products.

Nanya buys equipment from ASML

Stockwatch - Jan 20, 10:50

DRAM chipmaker Nanya Technology has announced the purchase of a batch of machinery equipment for about NT$4.3 billion (US$135.8 million) from ASML.

Prices for 12-inch silicon wafers set to continue growth

Jan 20, 10:45

Prices for 12-inch blank silicon wafers are set to continue rising, driven by robust demand from foundries and memory chipmakers, according to industry sources.

Lite-On SSD shipments to be affected by tight supply of memory chips in 1Q17, says paper

Newswatch - Jan 19, 14:49

Sales of SSD products by Lite-On Technology in the first quarter of 2017 are expected to be affected by a tight supply of memory products, according to a Chinese-language Economic Daily News (EDN) report, citing company CEO Warrant Chen.

Nanya sets price for ECB issue

Jan 18, 21:45

Taiwan-based DRAM firm Nanya Technology has set the conversion price of its five-year, US$500 million zero-coupon ECB issue at NT$52.47 (US$1.66) per share.

Yangtze River Storage developing 3D NAND flash

Jan 18, 11:03

Yangtze River Storage Technology has said it is committed to developing 3D NAND flash memory technology, but has not disclosed a schedule for volume production.

NAND flash supply to remain tight throughout 2017, says Phison chairman

Jan 17, 11:10

Global supply of NAND flash memory will be tight throughout 2017, according to Khein Seng Pua, chairman of Taiwan-based Phison Electronics, which makes controllers for NAND flash chips integrated into products such as USB flash drives and memory cards.

Adata posts pre-tax EPS of NT$7.50 for 2016

Jan 17, 11:01

Memory module firm Adata Technology saw its pre-tax profits climb to a 3-year high of NT$1.61 billion (US$50.7 million) with pre-tax EPS reaching NT$7.50.

Smartphone vendors likely to brace for component shortages in 2017

Jan 16, 11:38

The risk for the global handset industry to brace for a shortage in supplies of some key components, including displays, memory products and optical sensing devices, in 2017 is rising due to strong demand from China-based smartphone vendors, according to sources from Taiwan's handset supply chains.

Mobile DRAM supplier AP Memory sees revenues double in 4Q16

Newswatch - Jan 16, 10:56

Mobile DRAM design specialist AP Memory Technology saw its revenues increase 99.84% on quarter and 44% on year to NT$1.257 billion (US$39.775 million) in the fourth quarter of 2016.

Fab investment surging in China, says SEMI

Jan 13, 14:55

From 2004 through 2014, over US$70 billion was spent on semiconductor equipment and materials in China, according to SEMI. Over this period, assembly and packaging infrastructure showed particular growth and development as both overseas and China-headquartered companies increased manufacturing capacity...

Pure-play foundry market to increase at 7.6% CAGR over 2016-2021, says IC Insights

Jan 13, 14:55

The pure-play foundry market is forecast to play an increasingly stronger role in the worldwide IC market during the next five years, according to IC Insights. The pure-play IC foundry market will grow at a CAGR or 7.6% from 2016 to 2021, according to IC Insights.

Macronix memory incorporated in new Qualcomm LTE IoT chipset reference design

Jan 12, 21:06

Macronix International's NAND MCP memory solution has been adopted and incorporated by Qualcomm as a part of the reference design for a LTE Cat. M1/NB-1 chipset, the MDM9206 modem, according to the Taiwan-based flash memory maker.

Tsinghua Unigroup planning three new wafer plants with investment totaling US$70 billion

Jan 12, 10:30

China's Tsinghua Unigroup is looking to build IC manufacturing sites in Wuhan, Chengdu and Nanjing with total investment reaching US$70 billion, according to Zhao Weiguo, chairman for the state-backed technology conglomerate.

Contract prices of server DRAM modules to rise over 25% in 1Q17, says DRAMeXchange

Jan 12, 10:26

Contract prices of server DRAM modules have already increased by over 25% on average from the same point in the prior quarter, according to DRAMeXchange. Prices for some high-density server DRAM modules have even risen nearly 30%.

Transcend Information sees revenues decline in December

Stockwatch - Jan 11, 16:12

Transcend Information has reported consolidated revenues of NT$1.745 billion (US$54.69 million) for December 2016, representing a 11.43% drop on month and 18.82% drop on year.

Transcend December revenues fall to 7-month low

Jan 11, 13:41

Memory module firm Transcend Information saw its December 2016 revenues fall to a 7-month low of NT$1.75 billion (US$54.7 million).

Memory market poised for strongest annual growth through 2021, says IC Insights

Jan 10, 11:02

Sales of memory ICs are expected to show the strongest growth rate among major IC market categories during the next five years, according to IC Insights.

Nanya December revenues increase

Stockwatch - Jan 10, 10:57

DRAM chipmaker Nanya Technology has reported consolidated revenues of NT$4.26 billion (US$132.9 million) for December 2016, up 19.5% on year and 6.3% sequentially.

SK Hynix rolls out 8GB LPDDR4X

Jan 10, 10:40

SK Hynix has launched 8GB LPDDR4X mobile DRAM using dual-channel 16Gb chips designed for flagship smartphones and other mobile devices.

Winbond, Macronix December revenues down on-month

Stockwatch - Jan 6, 16:14

Winbond Electronics and Macronix International have reported sequential decreases in consolidated revenues for December 2016 of 2.3% and 4.6%, respectively.

PTI 2016 revenues rise 14%

Stockwatch - Jan 6, 16:07

IC backend house Powertech Technology (PTI) has reported consolidated revenues of NT$4.59 billion (US$143.5 million) for December 2016, down 0.5% on month but up 15.5% on year.

Adata December revenues drop to 3-month low

Jan 6, 11:02

Memory module firm Adata Technology saw its December revenues fall to a 3-month low of NT$2.27 billion (US$70.9 million). Revenues totaled NT$7.42 billion for the fourth quarter of 2016, rising 26.6% sequentially.

4GB DDR3 contract prices rise nearly 30% in 1Q17, says DRAMeXchange

Jan 5, 10:50

Contract prices for 4GB DDR3 modules have reached as high as US$25 in the first quarter of 2017 representing a nearly 30% sequential rise, according to DRAMeXchange.

Global chip sales rise 7% in November, says SIA

Jan 5, 10:23

Worldwide sales of semiconductors reached US$31 billion for November 2016, an increase of 7.4% from the November 2015 total of US$28.9 billion and 2% more than the October 2016 total of US$30.4 billion, according to the Semiconductor Industry Association (SIA).

Yangtze River Storage breaks ground for memory plant

Jan 3, 11:08

Yangtze River Storage Technology recently broke ground on a new memory semiconductor fabrication plant located in the Donghu New Technology Development Zone, Wuhan (Hebei province, China), which will cover an area of about 13 hectares, according to an announcement made by China's state-backed technology...

Etron looks to new products for future growth

Dec 28, 16:07

Etron Technology has been engaged in the development of new product lines since 2014, eyeing opportunities in emerging market segments such as AR, VR and UAVs, according to Nicky Lu, chairman and CEO of the Taiwan-based fabless firm.

Unigroup Guoxin to hold over 50% of Yangtze River Storage

Dec 26, 22:53

China's state-owned Unigroup Guoxin has disclosed plans to invest a total of CNY19.7 billion (US$2.84 billion) in Yangtze River Storage Technology to hold a controlling 51.04% stake in the memory company.

SK Hynix to build new NAND flash fab

Dec 23, 11:41

SK Hynix has announced it will construct a new fab in Cheongju, South Korea to meet increasing NAND flash demand.

Powerchip CEO sees robust DRAM market

Dec 21, 15:06

The DRAM market conditions for 2017 will be brisk, according to Frank Huang, CEO for Taiwan-based Powerchip Technology.

Frank Huang, CEO of Powerchip Technology

Memory IC market to increase 10% in 2017, says IC Insights

Dec 21, 13:24

The total memory IC market is forecast to increase 10% to a new record high of US$85.3 billion in 2017, according to IC Insights. ASP gains for DRAM and NAND flash will help boost total memory sales.

Ex-TSMC CEO Tsai reportedly to join Tsinghua Unigroup

Dec 21, 11:17

Rick Tsai, ex-chairman for Chunghwa Telecom (CHT) and ex-CEO of Taiwan Semiconductor Manufacturing (TSMC), reportedly will join China's state-owned Tsinghua Unigroup to assist in the establishment of a new 12-inch wafer plant in Chengdu.

Rick Tsai

Adata profits boom in October, November

Dec 20, 11:37

Memory module firm Adata Technology has disclosed its pre-tax profits for October and November reached a combined NT$711 million (US$22.2 million), which already surpassed the NT$643 million reported for the first three quarters of 2016.

Phison posts strong profits for January-November

Stockwatch - Dec 20, 11:20

Phison Electronics' pre-tax profits totaled NT$5.05 billion (US$157.6 million) for the first 11 months of 2016, with a pre-tax EPS reaching NT$25.60, according to the flash device controller firm.

Phison to start shipping UFS solutions in 1Q17

Dec 19, 15:37

Taiwan-based Phison Electronics has announced it will start shipping solutions for UFS 2.1 NAND flash storage devices in the first quarter of 2017.

Number of chipmakers using 300mm wafers less than half those using 200mm wafers, says IC Insights

Dec 16, 16:06

Prior to 2008, 200mm wafers were used in more cases for manufacturing ICs than any other wafer size. However, since 2008, the majority of IC fabrication has taken place on 300mm wafers, according to IC Insights.

The Inotera model unlikely to be implemented in China, says Micron CEO

Dec 15, 11:02

For Micron Technology, it is no longer meaningful to implement the "Inotera Memories model" in China, according to Mark Durcan, CEO for the US memory vendor.

Micron CEO Mark Durcan

China to join top-3 semiconductor equipment spenders for first time, says SEMI

Dec 14, 21:46

Worldwide sales of new semiconductor manufacturing equipment are projected to increase 8.7% to US$39.7 billion in 2016, according to SEMI. In 2017, another 9.3% growth is expected, resulting in a global semiconductor equipment market totaling US$43.4 billion.

DRAM prices set to keep rising through 2017, says DRAMeXchange

Dec 14, 21:44

DRAM prices, which have been rising in the second half of 2016, are set to continue to rise in 2017 as the supply bit growth will come below 20% to a new all-time low, according to DRAMeXchange.

PTI to enjoy particularly strong 1Q17

Dec 14, 21:42

Packaging and testing company Powertech Technology (PTI) is expected to enjoy a particularly strong first quarter of 2017 thanks to robust demand for DRAM and NAND flash chips, and revenues generated from its Xian fab, according to market sources.

Seagate, SK Hynix said to team up for enterprise SSDs

Dec 13, 14:09

Seagate and SK Hynix will form a joint venture dedicated to developing SSDs for enterprise servers and data centers, according to industry sources.

NAND flash shortage to spur SSD and eMMC prices, says DRAMeXchange

Dec 13, 00:52

Due to a shortage of NAND flash memory chips, prices of SSD and eMMC devices are set to rise over 10% sequentially in the first quarter of 2017, according to DRAMeXchange.

Adata, Transcend post flat November revenues

Dec 12, 19:16

Memory module firms Adata Technology and Transcend Information both saw their November revenues stay nearly flat sequentially.

PTI revenues hit record for 4th straight month

Dec 7, 22:06

Packaging and testing company Powertech Technology (PTI) has reported consolidated revenues of NT$4.61 billion (US$145 million) for November 2016, hitting a monthly record for the fourth consecutive month.

DRAM contract prices rise to US$18 in November, says DRAMeXchange

Dec 7, 15:50

Prices in both the contract and spot markets for PC DRAM memory rose in October and November, according to DRAMeXchange. The average contract price of mainstream 4GB modules rose about 2.9% sequentially to US$18 in November.

Winbond, Macronix post decreased November revenues

Dec 7, 15:43

Winbond Electronics and Macronix International have reported sequential decreases in consolidated revenues for November 2016 of 3.7% and 11.1%, respectively.

More Memory chips coverage
Taiwan server shipment forecast and industry analysis, 2016
Intel strategies in the mobile device market

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