Transcend to post better 4Q19 results
Memory module firm Transcend Information expects to post better financial results for the fourth quarter compared to the third quarter, citing recovery in end-market demand and chip prices.
The production value of South Korea's memory chip industry increased 5.5% sequentially to KRW19.8 trillion (US$17.06 billion) in the third quarter of 2019, according to Digitimes Research.
DRAM maker Nanya Technology, specialty DRAM and flash memory specialist Winbond Electronics, and mask ROM and flash chipmaker Macronix International have reported sequential decreases in October revenues of 9.6%, 6.7% and 27.8%, respectively.
NAND flash controller supplier Silicon Motion Technology expects its share of the global SSD controller segment to reach 40% over the next three years, up from the current 30%, according to company president Wallace Kou.
ChipMOS expects sales growth in 4Q19
Backend house ChipMOS Technologies expects to post revenue growth sequentially in the fourth quarter of 2019, driven mainly by growing demand for flash memory chips.
The share of semiconductor industry capital spending held by the top-5 companies (Samsung, Intel, TSMC, SK Hynix and Micron) is forecast to reach an all-time high of 68% this year, surpassing the previous record high of 67% recorded in 2013 and 2018, according to IC Insights.
Chip demand for TWS devices to surge sharply in 2020
Global shipments of TWS (true wireless stereo) earphones are expected to surge sharply to 150-200 million sets in 2020 from around 100 million sets estimated for 2019, providing strong revenue growth momentum for Taiwan's chips supply chain players next year, according to industry sources.
Global semiconductor sales drop in 3Q19
Worldwide sales of semiconductors reached US$106.7 billion during the third quarter of 2019, up 8.2% on quarter but down 14.6% from a year earlier, according to SIA.
Samsung Electronics is reportedly looking to place new equipment orders for its memory fabs in Pyeongtaek (South Korea) and Xian (China), gearing up to resume its aggressive capacity expansion pace in 2020.
In incorporating AI-based systems, enterprises must first determine the real purpose of adopting them and should noy use them merely as a tool for data presentation, otherwise the systems may become a "disaster" for backend data users, according to Kevin Tu, senior director at Macronix International...
Silicon Motion posts record SSD controller sales in 3Q19
Silicon Motion Technology saw its SSD controller sales increase about 15% sequentially to hit a record high in the third quarter, when the company's consolidated revenues climbed 20% on quarter.
Samsung sees profit improve sequentially in 3Q19
Samsung Electronics has reported KRW 62 trillion (US$53.37 billion) in consolidated revenues, rising 10.45% sequentially but dropping 5.28% on year. Its third-quarter 2019 operating profit came to KRW 7.78 trillion, up 17.8% but down 56.16% on year.
Following a plunge during the first three months of this year, global solid-state drive (SSD) shipments snapped back to growth in the second quarter as demand from the client system market boosted the performance of third-party suppliers like Kingston, according to IHS Markit.
Highlights of the day: Chinese DRAM dream
China has shown strong ambition to raise its IC self-sufficiency. Although Samsung, SK Hynix and Micron have been victorious following a consolidation of the global DRAM industry at the expense of Taiwanese makers, Chinese newcomers seem...
China's semiconductor industry has experienced a more reasonable structural adjustment with IC design replacing packaging and testing as the largest segment in terms of revenue contribution ratio, according to Yu Xiekang, deputy director and secretary general of the IC Branch at China Semiconductor...
Flash memory demand for 5G, AIoT picking up
Flash memory chipmakers have seen demand for 5G and AIoT related applications ramp up with order visibility stretched through the first quarter of 2020, according to industry sources.
The global DRAM market, now over 90% controlled by three major players Samsung Electronics, SK Hynix and Micron, is likely to experience a structural shakeup in the next 5-10 years, with a new DRAM business unit set up by China's government-backed Tsinghua Unigroup expected to pose the largest potential...
China's National Integrated Circuit Industry Investment Fund (Big Fund) on October 22 set up a new fund of CNY204.15 billion (US$28.9 billion), marking the start of its second-phase support for domestic chipmakers, according to China company registration information.
Winbond posts profit growth in 3Q19
Specialty DRAM and flash memory maker Winbond Electronics has announced net profit increased 27.9% sequentially to NT$591 million (US$19.3 million) in the third quarter of 2019. EPS for the quarter came to NT$0.15.
Macronix sees robust NOR, SLC NAND demand in 4Q19
With revenues hitting a record high in the third quarter of 2019, Macronix International expects its sales to remain robust in the fourth quarter thanks to bullish demand for NOR flash and SLC NAND chips, according to company chairman Miin Wu.
SK Hynix posts 93% profit fall in 3Q19
SK Hynix has reported operating profits fell 93% from a year earlier to KRW473 billion (US$403.7 million) in the third quarter of 2019, while revenues declined 40% on year to KRW6.84 trillion.
Winbond invests more in Nuvoton
Winbond Electronics has subscribed to new shares issued by Nuvoton Technology, and raised its stake in the logic IC specialist to 61.6%, according to a company filing with the Taiwan Stock Exchange (TWSE).
SSD prices continue fall in China
SSD prices have been falling in China, with prices for 128GB SSDs having dropped over 10% in the last two months, according to sources at memory module makers.
DRAM vendors gearing up for transition to 1znm process
Samsung Electronics, SK Hynix and Micron Technology have all developed their respective 1z-nanometer process technology for the manufacture of DRAM memory, targeting datacenter and other high-end device applications.
SK Hynix develops 1znm 16Gb DDR4 DRAM
SK Hynix has developed 1znm 16Gb DDR4 DRAM. SK hynix indicated the productivity of its new 1znm DRAM has improved by about 27% compared to the previous generation, 1ynm. Producing the chip also does not require extreme ultraviolet (EUV) lithography, the company said.
Global server market – 3Q 2019
Global server shipments grew 11.2% sequentially in third-quarter 2019 with inventory depletion that began from the second-half...
Global small- to mid-size LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to reach 1.8 billion units in 2024, falling at a negative CAGR...
Global large-size LCD panel shipment forecast, 2020 and beyond
Global large-size LCD panel shipments will fall at a negative CAGR of 0.8% 2020 through 2024 mainly due to saturated demand...
Global LCD panel shipment forecast, 2020 and beyond
Global small- to medium-size LCD panel shipments are estimated to drop from 2020 to 2024, while large-size ones will continue...
Global mobile device shipment forecasts, 2020 and beyond: Smartphones, notebooks and tablets
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly...
Taiwan semiconductor foundry sector, 2Q19
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based...