TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce Says PC DRAM Contract Price Rose by Over 10% Sequentially and Global DRAM Revenue Increase by 16.9% Sequentially in Second Quarterhttp://press.trendforce.com/node/view/2939.htmlThe 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.SemiconductorsThu, 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 Quarterhttp://press.trendforce.com/node/view/2938.htmlBroadcom 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. SemiconductorsWed, 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 TrendForcehttp://press.trendforce.com/node/view/2929.htmlFor 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.SemiconductorsMon, 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 Quarterhttp://press.trendforce.com/node/view/2926.htmlDRAM 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 http://www.trendforce.comTrendForce Says Latest Fab Plans in China Will Need Government Subsidies to Minimize Risks of Losses in Short/Medium Termhttp://press.trendforce.com/node/view/2923.htmlTrendForce’s latest research on semiconductor fab plans in China after 2016 finds that a total 17 new fabs are slated for construction so far. Five of these plants will be for processing 8-inch wafers and the remaining 12 plants will be for processing 12-inch wafers. New fab projects will carry high depreciation costs, and the aggressive recruitment efforts by semiconductor manufacturers will raise the cost of personnel needed for fab operation. Furthermore, prices of bulk silicon wafers have gone up as the strong demand for them worldwide has outpaced the overall supply. Within the short/medium term, the construction and operation of these new fabs poses enormous financial risks for their owners. DRAMWed, 02 Aug 2017 16:57:00 +08002923 at http://www.trendforce.comTrendForce Forecasts Size of Global Market for Smart Manufacturing Solutions to Top US$320 Billion by 2020; Product Development Favors Integrated Solutionshttp://press.trendforce.com/node/view/2911.htmlIndustry 4.0 is a concept that has attracted a lot of attention in the global marketplace since its emergence in 2012. Following this conceptual framework, manufacturing companies in various industries have embarked on a mission to transform their operations by deploying smart technologies. TrendForce’s ongoing coverage of smart manufacturing solutions indicates that investments in related hard- and software have been growing steadily. Furthermore, this market is seeing rising demand and a trend towards integrated solutions. TrendForce forecasts that the size of the global market for smart manufacturing solutions will surpass US$320 billion by 2020.IoTIndustry 4.0DRAMMon, 31 Jul 2017 17:30:00 +08002911 at http://www.trendforce.comServer Shipments for 2H17 to Grow by 10% vs. 1H17 as ODM Orders Bounce Back, Says TrendForcehttp://press.trendforce.com/node/view/2904.htmlGlobal server shipments fell in the first quarter of 2017 due to the seasonal effect on demand, according to the latest server market analysis by DRAMeXchange, a division of TrendForce. However, shipments rebounded in the second quarter and rose by about 10% compared with the first quarter. Looking ahead, DRAMeXchange estimates that total shipments for the second half of 2017 will also increase by 10% compared with the first half owing to demand from major technology companies including Google, Amazon, Facebook and Microsoft.TencentAlibabaBaiduFacebookGoogleMicrosoftAmazonIntelInspurHuaweiLenovoDellserverDRAMWed, 12 Jul 2017 14:03:00 +08002904 at http://www.trendforce.comSuspension of Inotera’s Fab Disrupts DRAM Market; TrendForce Forecasts 5.5% Reduction in Global Production Capacity in July and Further Price Increaseshttp://press.trendforce.com/node/view/2897.htmlInotera, which is also known as Micron Technology Taiwan, suspended the operation of Fab-2, one of its two fabrication plants in Taiwan’s Taoyuan City, on July 1. The malfunctioning of the nitrogen gas dispensing system led to the contamination of wafers and equipment in the facility. DRAMeXchange, a division of TrendForce, estimates that Inotera has suffered a production capacity loss of around 60K wafer starts per month, out of the supplier’s previous total of 125K wafer starts per month (K = 1,000). This conservative estimate also amounts to a 5.5% cut in the global DRAM production capacity for this July. The temporary shutdown of Fab-2 is expected to aggravate the current undersupply situation in the DRAM market and cause further price increases for memory products.LPDDR4iPhoneMicronDRAMInoteraDRAMWed, 05 Jul 2017 16:59:00 +08002897 at http://www.trendforce.comOverall ASP of DRAM Products to Go Up by 5% Sequentially in Third Quarter as Supply Remains Tight, TrendForce Reportshttp://press.trendforce.com/node/view/2886.htmlDRAMeXchange, a division of TrendForce, reports that DRAM suppliers are now negotiating with their clients over the third-quarter contracts during this latter half of June. As there is no easing of undersupply in the DRAM market, prices continue to climb. DRAMeXchange estimates that the overall ASP of DRAM products will rise by about 5% this third quarter compared with the second quarter. Suppliers can therefore expect further increases in their profits. Q3DRAMDRAMMon, 26 Jun 2017 13:59:00 +08002886 at http://www.trendforce.comTrendForce Projects Prices of NOR Flash Products to Go Up by 20% Sequentially for 3Q17 as Supply Scarcity Continueshttp://press.trendforce.com/node/view/2885.htmlIncreasing demand for AMOLED panels from smartphone brands and the rising production of ICs for Touch with Display Driver Integration (TDDI) has propelled the growth of the NOR Flash market in the recent period, according to DRAMeXchange, a division of TrendForce. Currently, the global production capacity of NOR Flash amounts to just 88,000 pieces of 12-inch wafers per month. NOR Flash supply will remain tight because related components require a high level of customization and there are difficulties in ramping up production. DRAMeXchange estimates that prices of NOR Flash will rise by about 20% sequentially in this third quarter due to supply scarcity.WinbondMicronMacronixNOR FlashDRAMThu, 22 Jun 2017 14:03:00 +08002885 at http://www.trendforce.com