Realtime news
Memory chips
  • DRAM chipmaker Nanya Technology saw its gross margin climb to a record-high 55% in the second quarter of 2018, when consolidated revenues also hit their highest quarterly level in the company's history.
  • Winbond Electronics has completed the sale of NT$10 billion (US$327.2 million) worth of secured corporate bonds in Taiwan, according to the maker of specialty DRAM and flash memory.
  • Samsung 10nm-class LPDDR5 DRAM
    Samsung Electronics has announced its 10nm class 8-gigabit (Gb) LPDDR5 DRAM. Since bringing the first 8Gb LPDDR4 to mass production in 2014, Samsung has been setting the stage to transition to the LPDDR5 standard for use in upcoming 5G and artificial intelligence (AI)-powered mobile applications.
  • Micron and Intel have announced an update to their 3D XPoint joint development partnership, which has resulted in the development of an entirely new class of non-volatile memory with dramatically lower latency and exponentially greater endurance than NAND memory.
  • Samsung Electronics will expand its capex for NAND flash memory to around US$9 billion in 2019, up from about US$6.4 billion in 2018, a recent Chosun Ilbo report quoted industry sources in South Korea as saying.
  • HJ Kuo, senior marketing manager at Macronix International
    IoT applications will see brand-new development after 5G technologies and applications enter commercial runs in 2019, and all IoT devices must feature low power consumption and high stability to secure smooth operations in diverse environments. In line with the trend, Taiwan's memory supplier Macronix...
  • Memory module firm Transcend Information has reported June consolidated revenues increased 6.5% sequentially to NT$1.53 billion (US$50.3 million), driven by robust sales of industrial SSDs.
  • China will unseat South Korea as the largest market of semiconductor manufacturing equipment in 2019, when global sales hit another record-high levels, according to SEMI.
  • Winbond Electronics has reported nearly flat sequential growth in June revenues, while Macronix International's revenues decreased 12.3% on month.
  • Gigabyte Technology has shipped its first XMP supported DRAM, the Aorus RGB memory, with DDR4 XMP 3200 16GB (8GB x 2^memory modules and two RGB infused demo modules. Gigabyte RGB Fusion or RGB Fusion Link software allows users to control over five new lighting effects available only for DDR.
  • Micron Technology has issued a statement confirming a preliminary junction granted by a China court to ban its China-based subsidiaries from selling some of its products in the country.
  • Fujian Jinhua Integrated Circuit (JHICC) has claimed victory in a lawsuit filed against Micron Technology in China, asserting the US company has infringed its patents concerning certain memory products including those under Micron's Crucial brand.
  • Taiwan-based Supreme Electronics, which distributes mainly memory devices and display panels for Samsung Electronics in Greater China, has seen demand for smartphones pick up on seasonality.
  • DRAM chipmaker Nanya Technology has reported June revenues increased 3.1% sequentially to NT$8.59 billion (US$281.1 million) hitting an all-time high for the third consecutive month.
  • A Chinese court has ruled in favor of United Microelectronics (UMC) in a patent infringement lawsuit against Micron Technology, which would ban sales of the allegedly infringing products in China.
  • DRAM average selling prices (ASPs) will register a slight increase sequentially in the third quarter, and flat growth in the fourth, according to DRAMeXchange.
  • CW Chen, president of Team Group
    The rampant development of the global gaming industry has significantly driven the shipment growth and spec upgrades of gaming devices, but it is brand value that will determine who will be the final winners in the maturing market, CW Chen, president of Taiwan-based memory maker Team Group, has said...
  • Worldwide sales of semiconductors reached US$38.7 billion for the month of May 2018, an increase of 21% from the May 2017 total of US$32 billion and 3% more than last month's total of US$37.6 billion, according to SIA.
  • A total of 20 out of 45 academic applicants have been selected to join the four-year Semiconductor Moonshot Project hosted by Taiwan's Ministry of Science and Technology (MOST), which will spend NT$4 billion (US$131.35 million) supporting the development of cutting-edge process technologies and foster...
  • IC Insights has forecast that China-headquartered companies will spend US$11.0 billion in semiconductor industry capex in 2018, which would represent 10.6% of the expected worldwide outlays of US$103.5 billion. Not only would this amount be 5x what the China-based companies spent only three years earlier...
  • NAND flash contract prices will continue their downward trend in the second half of 2018 as demand is unable to catch up with supply, according to DRAMeXchange.
  • nintendo
    Japan gaming consoles provider Nintendo is aggressively bracing for the upcoming robust shipments of its star product Switch series gaming machines with the rollout of heavyweight software programs "Super Mario Party," "Pokemon" and "Super Smash Bros Ultimate" in the second half of 2018, and its Taiwan...
  • Flash storage device controller company Phison Electronics will put increased focus on industrial control and emerging applications, such as robots and automotive electronics, for its future growth.
  • Global semiconductor industry revenues declined 3.4% in the first quarter of 2018 falling to US$115.8 billion, according to IHS Markit. Semiconductor industry performance was negatively affected by the declining sales and first-quarter seasonality in the wireless communications market. Other sectors,...
  • The supply of server DRAM chips will remain tight but improve in the third quarter of 2018, with the memory contract prices set to stabilize, according to DRAMeXchange.

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Taiwan server shipment forecast and industry analysis, 2018

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