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Memory chips
  • SEMI president and CEO Ajit Manocha
    After soaring 22.3% on year to hit a 7-year annual high of US$420 billion in 2017, the global semiconductor revenues will enter a new round of growth mainly driven by AI and 5G technologies and applications and may challenge US$500 billion in the foreseeable future. And revenues from diverse semiconductor...
  • Foundry chipmaker Powerchip Technology has reported net profits climbed 23% on year to NT$8.08 billion (US$276.8 million) in 2017, with EPS reaching NT$3.54. The year also marked the fifth consecutive year of profits for the company, which was formerly a DRAM chipmaker.
  • Phison posts impressive profits for 2017
    NAND flash device controller IC supplier Phison Electronics has reported net profits of NT$5.82 billion (US$199.2 million) for 2017 hitting a record high. EPS for the year reached NT$29.23.
  • Solid State System (3S) expects to post sequential decreases in revenues and gross margin for the first quarter of 2018, due to a seasonal slowdown in orders for NAND flash device controller chips and MEMS microphones.
  • ChipMOS Technologies (Shanghai) will target initially the memory chip market and make slow progress in expanding its target markets to include display driver ICs, according to SJ Cheng, chairman for Taiwan-based ChipMOS Technologies.
  • ChipMOS chairman Shih-Jye Cheng
    ChipMOS Technologies expects to see tight production capacity for COF (chip-on-film) packaging in 2018, and is optimistic about demand for NOR flash and niche-market DRAM memory.
  • IC Insights has raised its IC market growth forecast for 2018 to 15% from 8% estimated previously. The revision was made due to higher-than-expected output value of the DRAM segment.
  • ASMedia Technology has decided to distribute a cash dividend per share of NT$6 (US$0.21) for 2017 when it reported record net profits of NT$432 million, according to the company's board of directors.
  • A brief power outage took place at Samsung Electronics' NAND flash plant in Pyeongtaek on March 9, Taiwan's Central News Agency (CNA) has reported, citing market observers as estimating that incident could affect 3.5% of the global supply in March.
  • SSD suppliers have recently cut prices to promote their 64- and 72-layer 3D devices, which is expected to accelerate the adoption of SSDs in notebooks, according to DRAMeXchange.
  • Fab equipment spending will increase at 5% in 2019 for a fourth consecutive year of growth, according to SEMI. China is expected to be the main driver of fab equipment spending growth in 2018 and 2019.
  • Memory-IC backend specialist Powertech Technology (PTI) has announced consolidated revenues of NT$4.87 billion (US$166.3 million) for February 2018, up 21.6% on year but down 9.6% sequentially.
  • Memory module firm Transcend Information has reported net profits of NT$2.66 billion (US$90.7 million) on consolidated revenues of NT$21 billion for 2017. The profits and revenues represent on-year decreases of 7.9% and 5.2%, respectively.
  • Miin Wu, chairman for Macronix
    Prices for upstream wafers will rise more than 30% in 2018, according to Miin Wu, chairman for Taiwan-based Macronix International, a supplier of flash memory and mask ROM chips.
  • Memory module maker Apacer Technology will be striving for gross margin improvement in 2018 by growing revenues generated from the industrial control and server sectors, according to company president CK Chang.
  • Memory module maker Adata Technology has announced consolidated revenues of NT$2.06 billion (US$70.4 million) for February 2018, down 23.7% on year and about 22% sequentially.
  • Winbond Electronics and Macronix International have reported on-year increases in consolidated revenues for February 2018 of 14.3% and 34.9%, respectively.
  • Bolstered by robust demand from datacenter and smartphone sectors, the global production value of the DRAM industry is estimated to surge over 30% to US$96 billion in 2018, and price quotes are expected to rise by 5-10% in the first half of the year, according to industry sources.
  • DRAM maker Nanya Technology has announced consolidated revenues of NT$5.93 billion (US$202.3 million) for February 2018, up 49.3% on year.
  • Intel and Taiwan Semiconductor Manufacturing Company (TSMC) are in a race for seeking new engineering talent in Taiwan, with the former aiming to support the capacity expansion at its 3D NAND flash plant in Dalian, China and the latter to ready new manpower for its new 5nm fab under construction in...
  • Taiwan-based Phison Electronics, a supplier of memory device controller ICs, plans to hire more than 200 additional engineers in 2018 to further strengthen its R&D capabilities.
  • Worldwide sales of semiconductors reached US$37.6 billion for the month of January 2018, an increase of 22.7% compared to the January 2017 total of US$30.6 billion, according to the Semiconductor Industry Association (SIA).
  • Semiconductor manufacturers around the world have closed or repurposed 92 wafer fabs from 2009-2017, according to data compiled by IC Insights.
  • Revenues of the global NAND flash industry grew only 6.8% sequentially in the fourth quarter of 2017, according to DRAMeXchange. Traditionally seasonal factors will continue to influence sales in the first quarter of 2018.
  • Silicon Motion Technology has introduced its new FerriSSD single-chip SSDs that features PCIe Gen 3 NVMe 1.3 interface for high-performance mission critical applications. The SM689 supports PCIe Gen 3x4 interface while SM681 supports PCI Gen 3x2 interface - exhibiting sequential read speed of up to...

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