The semiconductor supply chain sees high inventory levels. Silicon wafer supplier GlobalWafers has turned conservative about its sales growth in 2019 although its long-term contract agreements with clients will prevent it from seeing major price falls. In the memoy sector, Micron has already decided to cut its NAND flash output for the year. But Wafer Works is still looking furtherr ahead beyond the impact of the US-China trade, planning to build up its production capacity for 12-inch low-resistivity silicon wafers.
GlobalWafers expects slight revenue growth in 2019: Silicon wafer company GlobalWafers will see its revenues increase only slightly on year in 2019, according to company chairperson Doris Hsu, who estimated previously "much better" sales results compared to a year earlier.
Micron to cut further NAND flash output: Micron Technology has reiterated plans to idle up to 5% of DRAM wafer starts in 2019, but said the company will reduce its total NAND flash wafer starts by a larger 10% compared to the previously-planned 5% cut.
Wafer Works to build 12-inch low-resistivity silicon wafer line: Taiwan-based Wafer Works plans to build up its production capacity for 12-inch low-resistivity silicon wafers, according to industry sources.