Memory chips
  • Phison Electronics has enjoyed a pull-in of short lead-time orders for NAND flash products, and is optimistic that demand will continue to improve later in the second quarter, according to the supplier of memory device controllers.
  • wafer
    IC foundries, and PC and handset manufacturers continue to encounter rising costs of components and materials, and will see their gross margins come under downward pressure in 2018, according to industry sources.
  • IC packager Siliconware Precision Industries' (SPIL) Jinjiang plant in Fujian, China will initially focus on providing backend services for DRAM memory, and will start generating revenues in the first quarter of 2019, according to industry sources.
  • Global semiconductor revenues derived from chip usage in electronic equipment and devices amounted to US$111.4 billion at the end of first-quarter 2018, up a significant 17% from US$95.2 billion during the same quarter a year ago, according to IHS Markit.
  • Memory module firm Transcend Information has acquired an office building in Taipei, Taiwan for a total of NT$2.37 billion (US$80.7 million), according to a company filing with the Taiwan Stock Exchange (TWSE).
  • nanya
    Nanya Technology expects its DRAM bit shipments to increase 48% in 2018, an upward revision from its previous estimate of 45% growth. The company also revised its bit demand growth outlook for 2018 to 21-23% from 20-25%.
  • China-based Innotron Memory, previously known as Hefei ChangXin or Hefei RuiLi, is gearing up for volume production of 8Gb DDR4 chips in 2019.
  • China-based Fujian Jin Hua Integrated Circuit will complete equipment move-in as early as July, paving the way for volume production in the third quarter of 2018, according to industry sources.
  • Yangtze Memory Technologies (YMTC) under China's state-owned Tsinghua Unigroup has obtained its first orders for commercial production of over 10,000 3D NAND flash chips for use in 8GB SD memory cards, according to Charles Kau, acting chairman of YMTC and executive VP of Tsinghua Unigroup.
  • The world's leading semiconductor suppliers have significantly increased their combined market share over the past decade. According to IC Insights, the top-5 semiconductor suppliers accounted for 43% of the world's semiconductor sales in 2017, an increase of 10pp from 10 years earlier.
  • The global supply of NAND flash chips remains slightly short of demand which will continue to drag down the memory prices during the second quarter of 2018, according to DRAMeXchange.
  • Micron Technology has announced general availability of the 128GB and 256GB density of edge storage microSD card solutions and collaboration with several leading video surveillance solution providers to promote surveillance-grade edge storage.
  • Samsung Electronics, Toshiba, Micron Technology and SK Hynix all plan to expand their NAND flash production capacities which will boost the overall output worldwide in 2019, according to industry sources.
  • Taiwan-based Innodisk, which develops and manufactures industrial-class storage products, will soon begin to operate a new plant which will increase its overall production capacity by 50%.
  • Taiwan-based DRAM chipmaker Nanya Technology has reported consolidated revenues of NT$6.72 billion (US$230.1 million) for March 2018, up 60.3% on year and 13.4% sequentially.
  • Tsinghua Unigroup chairman Zhao Weiguo
    China's Tsinghua Unigroup has readied CNY370 billion (US$58.74 billion) to support its semiconductor deployments in the next five years, and plans to inject up to US$100 billion into chipset production in 10 years, according to Zhao Weiguo, chairman of the group.
  • Memory-IC backend specialist Powertech Technology (PTI) has announced consolidated revenues of NT$5.65 billion (US$193.5 million) for March 2018, up 16% sequentially and 32.4% on year, and hitting a record high.
  • Micron Technology is adding a new facility to its existing 12-inch wafer plant for the manufacture of NAND flash memory in Singapore. The new facility is expected to come online by the end of 2019.
  • Winbond Electronics and Macronix International both saw March revenues increase 9.2% and 19.7%, respectively, on month.
  • Zhao Weiguo has resigned as chairman of both Unisplendour and Unigroup Guoxin, as well as from their boards of directors. Zhao remains chairman of China's state-owned Tsinghua Unigroup, which own both Unisplendour and Unigroup Guoxin.
  • The average and highest contract prices of mainstream DDR4 4GB modules remained at US$33 and US$34, respectively, in March, according to DRAMeXchange. Contract prices for PC DRAM saw an average increase of around 5% in the first quarter compared to fourth-quarter 2017.
  • Worldwide sales of semiconductors reached US$36.8 billion for the month of February 2018, an increase of 21% compared to the February 2017 total of US$30.4 billion, according to the Semiconductor Industry Association (SIA).
  • Tsinghua Unigroup has struck deals with Intel to source 3D NAND flash chips from the US firm in 2018 and 2019, while having subsidiary Yangtze Memory Technologies (YMTC) continue to develop its technology in-house, according to media reports from China.
  • China-based NOR flash memory firm GigaDevice Semiconductor has entered the supply chain for Samsung's new flagship smartphone with its serial flash chips, according to a report by Taiwan's Central News Agency (CNA).
  • Toshiba has disclosed the completion of its planned sale of Toshiba Memory will be delayed to "April 2018 or thereafter," as "certain conditions relating to required antitrust approvals" have yet to be confirmed.

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

© DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.