The three-month average of worldwide billings of North America equipment manufacturers registered a sequential decrease for the third consecutive month in August 2018, reaching a nine-month low of US$2.24 billion, according to SEMI.
Major NAND flash chip vendors have had over 60% of their production capacities utilize 64/72-layer 3D NAND process technology, helping 3D NAND become a mainstream technology, according to industry observers.
The ongoing US-China trade war has had a more significant impact on the demand side than on the supply side of the electronics industry, according to Miin Wu, chairman for flash memory supplier Macronix International.
NAND flash prices healthy, says Longsys
NAND flash prices have fallen to "healthy" levels, according to Huabo Cai, chairman for China-based memory module firm Longsys.
Toshiba Memory and Western Digital have announced jointly the opening of Fab 6 and a new R&D center at Toshiba's Yokkaichi operations in Mie, Japan.
Phison upbeat about NAND controller chip market in 2019
NAND controller chipmaker Phison Electronics expects its shipments of NAND flash solutions for handset applications to expand exponentially in 2019 and those for SSD controller chips to grow 30-40% on year, propelled bythe ever expanding memory market and increasing orders from industrial partners,...
AP Memory gearing up for transformation
AP Memory will be executing its business transformation between the fourth quarter of 2018 and first-half 2019, as the company is looking to improve its gross margin and profit performance, according to the memory-IC design house.
Yangtze Memory Technologies (YMTC) is set to enter volume production of 64-layer 3D NAND flash memory in the fourth quarter of 2019, according to company CEO Simon Yang.
China's IC industry is expected to establish a solid foothold in five years and go on to become a top-three or top-four player globally in 2028-2030, according to Zhao Weiguo, chairman of Tsinghua Unigroup.
Eight-inch IC foundry Vanguard International Semiconductor (VIS) has trimmed its financial guidance for the third quarter following a power blackout that hit one of its wafer fabs.
NAND flash chip prices have fallen to the levels of two years ago, while SSD prices have hit their sweet spot, according to industry sources. Falling SSD prices are set to drive the adoption of SSDs in notebooks and other consumer computing devices, according to industry sources.
The tight supply of Intel's 14nm processors is set to affect negatively notebook shipments worldwide in the second half of 2018, which will likely drag down further DRAM prices, according to TrendForce.
Memory module firm Team Group applies for TWSE listing
Taiwan-based memory module maker Team Group has applied to be listed on the Taiwan Stock Exchange (TWSE).
Phison ships 3D flash controllers for SSD
Flash storage device controller company Phison Electronics has started shipping its new-generation SSD controllers in September.
ASE August revenues rise 8.7%, PTI hit record
ASE Technology Holding, the parent company of IC backend houses Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), saw its August revenues increase 8.7% sequentially, while memory backend specialist Powertech Technology (PTI) enjoyed another month of record-high re...
Worldwide semiconductor manufacturing equipment billings, which hit a record high of US$17 billion in the first quarter of 2018, slipped 1% sequentially to US$16.7 billion in the second quarter, according to SEMI.
Winbond, Macronix August revenues increase
Winbond Electronics and Macronix International have reported sequential increases in August consolidated revenues of 3.6% and 6.2%, respectively.
The global DRAM and NAND flash sectors are expected to see their combined output value grow less than 30% in 2018, according to Digitimes Research. The growth will slow to a single-digit rate in 2019.
Speaking at a forum during the ongoing Semicon Taiwan 2018, Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang said the semiconductor industry will outgrow global gross domestic product (GDP) over the next 10-20 years with innovation driving the sector growth.
Samsung Electronics and SK Hynix both intend to defer their capacity expansion plans, as a slowdown in customer demand will be dragging down DRAM and NAND flash memory prices through the first half of 2019, according to industry sources.
Worldwide sales of semiconductors reached US$39.5 billion for the month of July 2018, an increase of 17.4% compared to the July 2017 total of US$33.6 billion, according to the Semiconductor Industry Association (SIA).
Front-end fab capacity in China will grow to account for 16% of the world's semiconductor fab capacity in 2018, according to SEMI. The share will increase to 20% by the end of 2020.
PC DRAM contract prices have stayed unchanged in August, with average prices for 4GB and 8GB DDR4 modules remaining flat at US$34.50 and US$68, respectively, according to DRAMeXchange.
Nanya set to post record 3Q18 revenues
Nanya Technology is expected to see its third-quarter revenues hit a record high, according to market watchers. The DRAM chipmaker saw its August revenues hit the third-highest quarterly level in the company's history, the watchers indicated.
Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang will deliver his first keynote speech after retiring in June 2018 at the "IC60 Master Forum" to be held on September 5 as part of the "IC60-I See the Future" series activities at the invitation of Taiwan's Ministry of Science and...
Taiwan LCD monitors – 2Q 2018
Taiwan's monitor shipments grew 5% on year to reach 21.03 million units in the second quarter of 2018.
Taiwan handsets - 2Q 2018
Taiwan handset shipments increased 16.1% sequentially and 0.3% on year to arrive at 20.66 million units in the second quarter...
Taiwan LCD TVs – 2Q 2018
Taiwan makers shipped a total of 7.65 million LCD TVs in the second quarter of 2018, up 15.9% sequentially and 6.5% on year.
iPhone shipment analysis and forecast, 2H18
This Digitimes Reserch iPhone Shipment Analysis and Forecast Special Report provides an insight into Apple's pricing strategy...
Global smartphone AP demand forecast till 1Q19
This DIGITIMES Special Report provides insights into various aspects of the smartphone AP market, including suppliers' shipments,...
Global AP market, 2017-2021
Digitimes Research estimates total shipments of smartphone application processors (AP) worldwide will grow 1.5% on year to 1.67...