Nanya Technology Corp., the world’s No. 4 DRAM chipmaker, approved a spending plan that will deploy NT$40 billion (US$1.27 billion) over the next two to three years to upgrade manufacturing facilities. (more…)
The price for PC DRAM has not been set for January, though it is unlikely that the month-on-month price decline will exceed 6%, according to the newest price report from DRAMeXchange, a division of TrendForce. (more…)
Flash memory card maker SanDisk’s recent move to trim its Q4 revenue forecast and Samsung’s reported plan to expand investment in DRAM caused the share prices of Micron Technology to tumble for three straight days, marking a three-month low. (more…)
An increasing number of DRAM manufacturers are planning to expand their capacity in the fourth quarter of 2014 as DRAM market supply tightens, while bit supply could grow by nearly 30% next year following recent decreases in die size and adjustments of capacity. As a result, the industry’s oligolopy structure could face considerable challenges in 2015, among them oversupply that would eat into producers’ profit margins, said Avril Wu, assistant vice president of DRAMeXchange, a memory and storage research division of TrendForce. (more…)
Prices for DRAM components grew steadily in the second quarter due to the absence of capacity expansions in the industry, the growing obstacles faced by suppliers transitioning towards 2xnm manufacturing technology, and the anticipation towards the impending peak quarters. (more…)
Kingston Technology Leads the DRAM Module Industry in 2013; Micron Group treading near ADATA and Ramaxel20 Jul
2013 PC DRAM global module market revenues arrived at US$ 7.3 billion, a 32% YoY increase from 2012’s $US 5.5 billion, according to DRAMeXchange, the memory and storage research division of TrendForce. The main factors leading to the revenue growth included price increases for PC DRAM, increased spot market demand, and the rising proportion of contract market transactions. (more…)
Mobile device production not affected by Japan Crisis if Key Components Resume Production within 1-2 months1 Apr
The baseband, processor and display were the most expensive component parts of a smartphone, but have shown decrease in price over 2010, primarily due to the increase production and market share of smartphone.
Japan produces 15-20% of the world’s electronics and as a result of the March 11 earthquake and tsunami and uncertainty of an upcoming short supply, DRAM and NAND memory were affected.
According to DRAMeXchange, also a TrendForce research division, the average selling price of mainstream NAND Flash increased 5 to 15 percent in March. With increasing Number of Smartphone adopting embedded NAND Flash memory.
According to SmartMobix’s survey production of mobile devices should not be affected unless the production of key components in Japan was halt for over 1 or 2 months.