Huawei piling up inventory
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 to debut 2nd-gen 3D NAND architecture
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 regains semiconductor market lead from Samsung
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 firm OSE sees utilization rate ramp up
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.
AP Memory suffers record loss for 1Q19
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.
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...
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...
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.
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...
Asian Edge: China semiconductor self-sufficiency
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 ships samples of 96-layer 1Tb QLC 4D NAND
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.
Asian Edge: China rising fast after 2000
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,...
Taiwan memory chipmakers see April revenues increase
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.
YMTC striving to sell own 3D NAND devices
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 flash prices to continue downward trend
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.
Samsung posts revenue and profit declines in 1Q19
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.
Global semiconductor sales fall 15.5% in 1Q19, says SIA
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.
Taiwan LCD TVs – 1Q 2019
Taiwan's LCD TV shipments plunged 35.5% sequentially to reach only 6.26 million units in the first quarter of 2019 due mainly...
Taiwan large-size LCD panels – 1Q 2019
Taiwan's large-size panel shipments dropped 12.8% sequentially and 7.5% on year to come to 54.4 million units in the first quarter...
Taiwan small- to mid-size LCD panels – 1Q 2019
Small- to medium-size panel shipments went down 23.6% sequentially and 38.2% on year to arrive at only 183.74 million units.
Global AP demand forecast, 2017-2022
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange...
Global server shipment forecast and industry analysis, 2019
According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end...
Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets
This Digitimes Research Special Report offers global shipment forecasts for three major mobile device market segments - smartphones,...