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Memory chips
  • huawei
    Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its shipments until the end of 2019, the sources continued.
  • ChangXin Memory Technologies (CXMT), a China-based DRAM startup, has injected more than US$2.5 billion into technology R&D, said company CEO Yiming Zhu at a recent GSA event in Shanghai.
  • Yangtze Memory Technologies plans to introduce the second generation of its in-house developed Xtacking 3D NAND architecture, dubbed Xtacking 2.0, in August 2019, said company co-CTO Qiang Tang at a recent GSA event held in Shanghai.
  • Intel replaced Samsung as the number one quarterly semiconductor supplier in the fourth quarter of 2018, after losing the lead spot to Samsung in the second quarter of 2017, according to IC Insights.
  • Backend house Orient Semiconductor Electronics (OSE) has seen its capacity utilization rate for flash memory products climb above 80% recently, according to industry sources.
  • After three consecutive years of growth, worldwide semiconductor revenues will decrease 7.2% to US$440 billion in 2019, according to IDC.
  • Taiwan DRAM designer AP Memory Technology suffered a record net loss of NT$468 million (US$15.04 million) in the first quarter of 2019 after recognizing a loss of NT$342 million associated with an order for customized products, according to the company.
  • Digitimes president Colley Hwang
    The global IC packaging and testing market had a scale of US$28 billion in 2018 with the top-10 players commanding a combined 84% share. Three of the top-10 players are based in China. Of the four sectors in China's semiconductor industry, packaging and testing is the one with technologies closest...
  • nand
    Major memory chip vendors are on track to enter mass production of 90/96-layer 3D NAND products in the second half of 2019, according to industry observers.
  • Average contract prices for 512GB and 1TB SSDs will likely fall below US$0.10 per GB and reach their record-low levels by the end of 2019, according to DRAMeXchange.
  • China at the moment has as many as 30 semiconductor fabs under construction - the most ambitious investment plan the global semiconductor industry has ever seen. China's memory industry was originally meant to be a key growth driver, but it has lost momentum after the US ban on exports to China-based...
  • memory
    Several Taiwan-based memory module makers have moved to urgently reshuffle the production lines between their local and China-based manufacturing to avoid the 25% of tariffs on US$200 billion worth of Chinese imports to the US, according to industry sources.
  • memory
    Taiwan memory module makers showed mixed performances in the first quarter of 2019 amid sharp price falls for both DRAM and NAND flash, but they all expect the price falls to slow down and shipments to pick up gradually in the second quarter as clients are making preparations for the high season in...
  • The different sectors of the semiconductor industry are clearly defined with specific work, and therefore each sector's self-sufficiency rate must be looked at in their own right. The meaning of "Made in China" would mean little if seen in a confusing perspective. Lumping together the production values...
  • SK Hynix has delivered samples of new 1Tb quadruple-level cell (QLC) memory to major SSD controller companies, according to the company.
  • Undoubtedly the semiconductor industry is a key factor underlying the US-China trade war. However, when we try to understand the strength and progress of China's semiconductor industry, we discover that all the figures seem connected and yet cannot be compared directly. The production value of the...
  • ChipMOS Technologies, which provides backend services for mainly memory chips and display driver ICs, expects to post sequential revenue growth starting the second quarter of 2019.
  • Prior to 2000, the majority of China's industry was basically manufacturing businesses expanding from the Pearl River Delta to the Yangtze River Delta, and then onto Chengdu and Chongqing. However, with the production ecosystem growing mature, many of the supporting sectors also started to take shape,...
  • Memory chipmakers Nanya Technology, Macronix International and Winbond Electronics have reported sequential increases in April consolidated revenues of 10.5%, 6.2% and 4.5%, respectively.
  • Yangtze Memory Technologies (YMTC) is set to enter volume production of 64-layer 3D NAND flash memory chips by the end of 2019, and has been in talks with parent company Tsinghua Unigroup about obtaining the right to sell and market storage devices employing the chips, according to industry sources.
  • nand
    NAND flash prices are showing no signs of rebounding despite optimism about demand recovery in the second half of 2019, according to industry sources.
  • Conditions in the global semiconductor market have deteriorated rapidly since the start of the year, with IHS Markit revising its 2019 growth outlook to a decline of 7.4% in revenue.
  • galaxy
    Samsung Electronics has reported operating profits of KRW6.2 trillion (US$5.3 billion) on consolidated revenues of KRW52.4 trillion for the first quarter of 2019. The profit and revenue results show declines of 60% and 13%, respectively, on year.
  • Worldwide sales of semiconductors totaled US$96.8 billion during the first quarter of 2019, a decrease of 15.5% over the previous quarter and 13% less than the first quarter of 2018, according to the Semiconductor Industry Association (SIA).
  • Longsys Electronics has disclosed plans to develop what the company claims is "100% China-made" flash storage device, which will utilize NAND chips manufactured by Yangtze Memory Technologies (YMTC) and other China's homegrown chip solutions.

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