ChipMOS, OSE to post sales growth in 2H19
A ramp-up in orders for NAND flash memory will boost revenues at backend houses ChipMOS Technologies and Orient Semiconductor Electronics (OSE) in the second half of 2019, according to industry sources.
Powerchip swings to loss in 1H19
Foundry chipmaker Powerchip Technology has reported net losses of NT$2.69 billion (US$85.7 million) in the first half of 2019. EPS was negative NT$0.85 for the six-month period.
Micron moves 1znm DRAM process to volume production
Micron Technology has kicked off mass production of 16Gb DDR4 products using 1z-nanometer process technology, according to the US vendor.
NAND flash wafer prices rise above cash cost levels
NAND flash wafer prices have been rising in the third quarter of 2019, and have exceeded manufacturers' cash cost levels, according to industry sources.
Global 2Q19 DRAM market posts 9% drop, NAND flash flat
The global DRAM memory industry dropped 9% in output value sequentially in the second quarter, while the NAND flash sector stayed flat, according to DRAMeXchange.
Micron Technology has unveiled a new NAND flash fab in Singapore with commerical run to start later this year focusing on 96-layer and beyond 3D processes, as it seeks to rely on technology advancements to increase bit-output. The company...
Micron opens new NAND flash fab in Singapore
Micron Technology has unveiled a new 12-inch fab at its manufacturing site for NAND flash memory in Singapore, and expects the facility to ramp up production in the second half of 2019 focusing on 96-layer and higher 3D processes.
Phison profits fall over 20% in 1H19
NAND flash device controller supplier Phison Electronics has reported net profit declined 11.4% sequentially and 36.8% on year to NT$781 million (US$25 million) in the second quarter of 2019. EPS for the quarter came to NT$3.96, a 26-quarter low.
Asustek Computer willl not be much impacted by a likely rally in prices for memory chips, LCD panels and other components in the second half of 2019 as the hikes will only have short-term effects, according to company co-CEO Samson Hu.
Innodisk gross margin hits 32% in 2Q19
Industrial memory module specialist Innodisk saw its gross margin climb to a record high of 32.3% in the second quarter of 2019, despite revenue drops.
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according...
SK Hynix develops HBM2E DRAM
SK Hynix has developed HBM2E DRAM product with what it calls the industry's highest bandwidth. The new HBM2E boasts approximately 50% higher bandwidth and 100% additional capacity compared to the previous HBM2.
Intel in the second quarter maintained its position as the world's largest semiconductor supplier, although second-placed Samsung managed to narrow the gap due to renewed vigor in some key memory products, according to IHS Markit.
EMS provider Lite-On Technology reportedly plans to sell its storage business consisting of SSD products, with Toshiba Memory being identified as a potential buyer, according to industry sources.
Winbond, Macronix post revenue increases in July
Winbond Electronics and Macronix International have reported sequential increases in July consolidated revenues of 5.7% and 13.6%, respectively.
Macronix International has announced that the company's ArmorFlash memory is being utilized on Nvidia's DRIVE AGX Xavier and DRIVE AGX Pegasus autonomous vehicle computing platforms.
Backend house ChipMOS Technologies expects a pick-up in demand for DRAM in the second half of 2019, while new orders for NAND flash devices will start generating revenues.
NAND flash contract market prices continue their downward trend in July, but the price falls have decelerated, according to DRAMeXchange.
Worldwide sales of semiconductors reached US$98.2 billion during the second quarter of 2019, a small increase of 0.3% over the previous quarter, but 16.8% less than the second quarter of last year, according to SIA. Sales for June were US$32.7 billion, down 0.9% on month and 16.8% from the same period...
Toshiba Memory has announced the launch of a new storage class memory (SCM) solution: XL-FLASH. Based on the company's BiCS FLASH 3D flash memory technology with 1-bit-per-cell SLC, XL-FLASH brings low latency and high performance to data center and enterprise storage.
Nanya expects double-digit shipment rise in 3Q19
Nanya Technology has reiterated its previous remark that the company's DRAM bit shipments are expected to register a double-digit sequential increase in the third quarter.
Memory spot prices to continue rally
Spot market prices for DRAM and NAND flash memory will continue rallying in the short term, driven by the ongoing trade disputes between Japan and South Korea, as well as suppliers' production cutbacks, according to industry sources.
Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again in 2019 with sales reaching US$62 billion, down from US$99.4 billion in 2018, according to IC Insights.
Silicon Motion expects sales growth through 4Q19
NAND flash device controller specialist Silicon Motion Technology expects to post sequential sales increases through the fourth quarter of 2019, thanks mainly to growing shipments for SSDs and eMMC/UFS devices.
Mobile DRAM prices continue slide
Contract prices for mobile DRAM memory are set to register another sequential drop of 10-15% in the third quarter of 2019, and will continue trending downward in the fourth quarter, according to DRAMeXchange.
Taiwan small- to mid-size LCD panels – 2Q 2019
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China smartphone AP shipments – 2Q 2019
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China smartphone market and industry – 2Q 2019
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Global AIO PC shipment forecast and industry analysis, 2019
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Global AP demand forecast, 2017-2022
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Global server shipment forecast and industry analysis, 2019
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