Memory chips
  • Memory module firm Adata Technology has reported net losses of NT$0.82 (US$0.03) per share for 2018, due mainly to losses in inventory value arising from DRAM and NAND flash price drops.
  • SEMICON China 2019 will open March 20 for a three-day run at Shanghai New International Expo Center, with global semiconductor industrial chains to showcase their latest technologies, designs, materials, equipment and solutions.
  • Etron chairman Nicky Lu
    The Taiwan semiconductor industry is gearing up to tap huge business opportunities arising from AI and IoT applications, such as machine learning, cloud to edge computing and big data, and the next-generation connected cars and vehicles, according to Nicky Lu, chairman for fabless chipmaker Etron Technology...
  • Memory backend specialist Orient Semiconductor Electronics (OSE) is installing more surface-mount technology (SMT) lines for an additional 10-15% increase in production capacity, according to industry sources.
  • Samsung Electronics has begun mass production of what the company claims is the industry's first 12GB low-power double data rate 4X (LPDDR4X) package optimized for next-generation smartphones.
  • nand
    NAND flash prices are expected to fall at a slower pace in the second quarter of 2019 than in previous quarters, according to industry sources.
  • Global fab equipment spending is expected to decline 14% to US$53 billion in 2019, but stage a strong recovery of 27% to set a new record in 2020, according to SEMI.
  • Toshiba Memory has announced the availability of its XD5-series NVMe SSD platform in a 2.5-inch, 7mm low-profile form factor that is optimized for low-latency and performance consistency in read-intensive workloads. Developed for both data center and cloud environments, the new 2.5-inch form factor...
  • The silicon wafer market will likely become oversupplied later in the first quarter of 2019, and the situation may worsen in the following quarter, according to a report by Taiwan's Central News Agency.

  • The declining market for semiconductors used in mobile handsets and enterprise servers led to a realignment in the company market-share ranking for semiconductor manufacturers. While Samsung led semiconductor sales for the past five quarters, Intel outpaced Samsung in the fourth quarter of 2018, according...
  • Memory module firm Apacer Technology will continue enhancing its high-margin offerings for profit growth in 2019, according to the company.
  • DRAM memory contract prices have fallen further in March, and are expected to continue their downward trend through the second quarter indicating PC OEMs and other chip buyers continue to gain bargaining chips when negotiating prices, according to industry sources.
  • Specialty DRAM and flash memory maker Winbond Electronics and Macronix International, a provider of mask ROM and flash memory, both saw their February revenues decline sequentially and on year.

  • Powerchip chairman Frank Huang
    Memory-chip demand will start improving in the second quarter of 2019, and will see substantial growth when demand booms for the emerging 5G and IoT applications, according to Powerchip Technology chairman Frank Huang.
  • DRAM contract prices for the first quarter of 2019 are likely to fall nearly 30% sequentially, according to DRAMeXchange, which estimated previously a smaller 25% decrease.
  • server
    Demand for servers will play an important role in stopping DRAM memory prices from falling further in the second half of 2019, according to sources at Taiwan-based memory module makers.
  • Worldwide sales of semiconductors reached US$35.5 billion in January 2019, down 7.2% sequentially and 5.7% on year, according to the Semiconductor Industry Association (SIA).
  • SK Hynix held recently a "topping out" ceremony to celebrate a major milestone of the construction of its new 8-inch wafer fab in Wuxi, China, according to industry sources. The facility is designed for the production of non-memory chips.
  • nand flash
    The global output of 96-layer 3D NAND flash memory is set to expand starting the second quarter of 2019, which may bring more variables to the market and prices this year, according to market observers.
  • dram
    Nanya Technology expects DRAM price falls to slow starting the second quarter of 2019, as the overall market demand will pick up.
  • Taiwan's IC industry output value will continue growing but at a slow pace in 2019, according to a government-sponsored association.
  • Micron Technology has launched what the company claims is the world's highest-capacity microSD card delivering one terabyte (1TB) of high-performance removable storage.
  • Revenues of the global NAND flash industry declined 16.8% sequentially to US$14.16 billion in the fourth quarter of 2018, but still hit a record high of US$63.2 billion in the whole year, according to DRAMeXchange.
  • Billings among North American manufacturers of semiconductor production equipment posted a year-over-year decline for the third consecutive month in January.
  • The world's top-3 memory IC vendors - Samsung Electronics, SK Hynix and Micron Technology - saw their combined DRAM and flash memory revenues drop 18% sequentially and 26% from a year earlier in the fourth quarter of 2018 due to seasonality and decreasing prices, according to Digitimes Research.

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