TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenToshiba Memory Corporation to Focus on Catching Up to Samsung in 3D-NAND Production Capacity Following Its Sale to U.S.-Japanese Consortium announced on September 20 that the company has agreed to sell its memory business, Toshiba Memory Corporation (TMC) to a U.S.-Japanese consortium represented by U.S. private equity firm Bain Capita for JPY 2 trillion (USD 18 billion). According to DRAMeXchange, a division of TrendForce, the deal will start to have a notable impact on the NAND Flash market in the first half of 2018 as the negotiations took longer than expected. From a medium- to long-term perspective, this deal will inject the necessary capital into TMC so that it can work to become a rival to Samsung in terms of NAND Flash technology and production capacity.DRAMThu, 21 Sep 2017 14:43:00 +08002974 at http://www.trendforce.comDRAM Supply to Remain Tight With Its Annual Bit Growth for 2018 Forecast at Just 19.6%, According to TrendForce, a division of TrendForce, forecasts that the global DRAM supply for 2018 will show an annual bit growth of just 19.6%, which is another low in recent years. The global top three major DRAM suppliers – Samsung, SK Hynix and Micron – are now in the midst of their capacity planning for 2018. DRAMeXchange points out that all three suppliers tend to be conservative with regard to next year’s capital outlays. They have opted to slow down their capacity expansions and technology migrations so that they can keep next year’s prices at the same high level as during this year’s second half. Doing so will also help them to sustain a strong profit margin.SemiconductorsWed, 20 Sep 2017 15:51:00 +08002972 at http://www.trendforce.comAI Applications to Propel Revenue from Semiconductor Chip Sales Worldwide at a CAGR of 3.1% in 2018~2022 Period, Says TrendForce year, numerous sections of the IT supply chain including IC, IP development, EDA and OS have rolled out next-generation products and platforms for applications related to artificial intelligence (AI). According to market intelligence firm TrendForce, AI will create new market opportunities as well as upgrading the fabrication process for semiconductor manufacturers. With AI becoming a major growth contributor, TrendForce forecasts that the global revenue from semiconductor chip sales will grow at a CAGR of 3.1% from 2018 to 2022.semiconductorartificial intelligenceDRAMThu, 07 Sep 2017 14:04:00 +08002954 at http://www.trendforce.comTrendForce Reports DRAM Module Industry Recorded a 12% Drop in Sales Revenue for 2016; Kingston Remained Market Leader, a division of TrendForce, reports that the global sales revenue of DRAM modules for 2016 totaled US$6.9 billion, amounting to a decline of about 12% compared with the result of the previous year. The depressed PC DRAM prices during the first half of 2016 and the continuing contraction of the DIY market were the main factors behind the revenue drop.revenueADATARamaxelKingstonDRAMDRAMTue, 05 Sep 2017 13:21:00 +08002953 at http://www.trendforce.comTrendForce Says Mobile DRAM Revenue Grew 14.8% Sequentially in Second Quarter and Will Keep Climbing in Third Quarter, a division of TrendForce, reports that the global mobile DRAM market experienced some recovery during the second quarter, though smartphone sales remained sluggish. Smartphone brands had lowered their annual production volume targets in the first quarter and in turn faced inventory pileup for memory components. However, the situation later improved in the second quarter and stock-up demand returned. WinbondNanyaMicronSK HynixSamsungrevenue Mobile DRAMDRAMDRAMWed, 23 Aug 2017 14:02:00 +08002946 at http://www.trendforce.comTrendForce Says Global NAND Flash Revenue from Branded Manufacturers Grew by 8% Sequentially in 2Q17; NAND Flash Prices to Keep Rising in 3Q17, a division of TrendForce, reports that the NAND Flash market continued to experience tight supply in the second quarter. As a result, contract prices of various lines of NAND Flash products rose by 3% to 10% from the first quarter despite the seasonal headwinds. Going forward, NAND Flash suppliers are expected to post excellent revenue results in the third quarter due to small increases in contract prices of mobile products (i.e. eMMC and UFS) and SSDs. On the whole, 2017 will be a bumper year for the industry.SemiconductorsMon, 21 Aug 2017 14:00:00 +08002941 at http://www.trendforce.comTrendForce Says PC DRAM Contract Price Rose by Over 10% Sequentially and Global DRAM Revenue Increase by 16.9% Sequentially in Second Quarter global DRAM revenue reached a new historical high in the second quarter of 2017, reports DRAMeXchange, a division of TrendForce. Compared with the first quarter, the undersupply situation was not as severe, and OEM clients in the downstream were able to gradually extend their inventories. Nevertheless, the global ASPs of PC and server DRAM products rose by more than 10% sequentially in the second quarter, while the global ASP of mobile DRAM products showed a less than 5% gain. The smaller price increase for mobile DRAM was due to Chinese smartphone brands lowering than annual shipment targets.PowerchipWinbondNanyaMicronSK HynixSamsungrevenuespecialty DRAMServer DRAMMobile DRAMDRAMDRAMThu, 17 Aug 2017 14:49:00 +08002939 at http://www.trendforce.comBroadcom Limited Again Topped TrendForce’s Latest Revenue Ranking of Top 10 IC Design Houses Worldwide for Second Quarter Limited, Qualcomm and NVIDIA respectively took first, second and third place in TrendForce’s latest ranking of the global top 10 fabless IC design houses for the second quarter of 2017. With MediaTek and Marvell as exceptions, the eight other design houses in the top 10 ranking posted year-on-year revenue growth. Chipsetapplication processorMarvellAMDMediaTekNVIDIABroadcomrevenueIC designDRAMWed, 16 Aug 2017 16:27:00 +08002938 at http://www.trendforce.comSecond-Quarter Server DRAM Revenue of the Top Three Suppliers Rose by 30.1% Sequentially on Tight Supply, Says TrendForce this second quarter, the total server DRAM revenue of the global top three DRAM makers – Samsung, SK Hynix and Micron – jumped by 30.1% compared with the prior quarter, as ASPs of server DRAM products remained high on continuing undersupply, says DRAMeXchange, a division of TrendForce. Despite product mix adjustments, suppliers had difficulty meeting the various growing demands in the DRAM market. MicronSK HynixSamsungServer DRAMDRAMDRAMMon, 14 Aug 2017 14:22:00 +08002929 at http://www.trendforce.comTrendForce Reports 4.6% Sequential Monthly Gain for Average Contract Price of PC DRAM Modules This July and Expects It to Keep Rising This Third Quarter prices began to rise in the second half of 2016 and have maintained a strong upward momentum through the first half of 2017, according to data from DRAMeXchange, a division of TrendForce. The average contract price of PC DRAM modules rose by nearly 40% sequentially in the first quarter to US$24 and then by more than 10% sequentially in the second quarter to US$27. Furthermore, the average contract price of PC DRAM modules increased by about 4.6% between this June and July. DRAMeXchange’s price forecast for this year’s second half indicates and steady and incremental gains as the general trend in the DRAM market. PC DRAM Mobile DRAMServer DRAMDRAMDRAMMon, 07 Aug 2017 14:15:00 +08002926 at