TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenOverall 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.comU.S.-Japanese Consortium Announced as the Front Runner in the Bid for Toshiba’s Memory Business; TrendForce Says Such Deal Will Add Pressure on Samsung in NAND Flash Markethttp://press.trendforce.com/node/view/2884.htmlToshiba on June 21 announced that it has chosen a consortium led by U.S.-based Bain Capital and investors backed by the Japanese government as the first-place bidder for the spin-off of the company’s memory business. The deal is set to be finalized on June 28 and completed by March of next year. According to DRAMeXchange, a division of TrendForce, this announcement in the short term could cause the NAND Flash market to start shifting from undersupply to equilibrium this fourth quarter. In the long run, the support and demand provided by the bidding party could help the spun-off memory business to become more competitive against Samsung in terms of NAND Flash production capacity and related technology.3D-NAND FlashNAND FlashSK HynixWestern DigitalToshibaDRAMWed, 21 Jun 2017 16:05:00 +08002884 at http://www.trendforce.comTrendForce Projects Contract Prices of Server DRAM Modules to Increase by 3% to 8% Sequentially This Third Quarterhttp://press.trendforce.com/node/view/2882.htmlDRAMeXchange, a division of TrendForce, reports that the average contract price of server DRAM modules rose sequentially by nearly 40% and 10% respectively for the first and second quarter of 2017 due to tight supply. In the third quarter, the average contract price of 32GB server DRAM modules for first-tier customers is projected to arrive around US$260, while the average contract price of 32GB modules for second-tier customers may be higher than that threshold. The latest forecast by DRAMeXchange indicates that the average sequential price increase for server DRAM modules in the contract market for the third quarter will be in the range between 3% and 8%. HuaweiLenovoDellserver memoryserver productsserverServer DRAM priceServer DRAMDRAMDRAMThu, 15 Jun 2017 14:17:00 +08002882 at http://www.trendforce.com1Q17 NAND Flash Revenue Dipped Only 0.4% vs. Prior Quarter as Undersupply Continues to Sway the Market, Says TrendForcehttp://press.trendforce.com/node/view/2872.htmlThe NAND Flash market remained in undersupply in the first quarter of 2017 as it had been in the preceding quarter, according to the latest report from DRAMeXchange, a division of TrendForce. Despite seasonality, the average contract price of NAND Flash chips in the channel market actually surged by 20~25% in the first quarter compared with last year’s fourth quarter. Also, prices of mobile storage products such as eMCP, eMMC and UFS are still climbing. NAND Flash suppliers therefore can expect positive revenue outlook for the entire 2017.SSDIntelSK HynixMicronToshibaWDSamsung1Qrevenue3D-NAND FlashNAND FlashDRAMThu, 01 Jun 2017 14:02:00 +08002872 at http://www.trendforce.comTrendForce Reports Intel Took First Place in Enterprise-Grade SSD Shipments Worldwide for This First Quarter; Samsung Followed Closely in Second Placehttp://press.trendforce.com/node/view/2870.htmlGlobal shipments of enterprise-grade SSDs for the first quarter of 2017 grew against seasonal headwinds by 3~4% compared with the prior quarter to reach around 6 million units, says DRAMeXchange, a division of TrendForce. For the same quarter, enterprise-grade SSDs also represented more than 10% of the total SSD product shipments worldwide. Currently, U.S.-based Google, Facebook and Microsoft and China’s Baidu, Alibaba and Tencent all have voracious appetite for server systems as they are providing their services via their growing network of data centers. These companies therefore are contributing substantially to the global demand for enterprise-grade SSDs.MicronSK HynixToshibaWDSamsungInteldata centerserver1QSSDDRAMThu, 25 May 2017 14:18:00 +08002870 at http://www.trendforce.comTrendForce Reports 1Q17 Global Mobile DRAM Revenue Fell by Just 1.7% From Prior Quarter as Average Contract Price Remained Stablehttp://press.trendforce.com/node/view/2869.htmlDRAMeXchange, a division of TrendForce, reports that the global mobile DRAM revenue for the first quarter of 2017 dropped slightly by 1.7% compared with the prior quarter. The smartphone market in the first quarter went through the conventional off season in the first quarter with the global device production volume declined by 23% from last year’s fourth quarter. On other hand, contract prices of mobile DRAM have kept climbing. These counteracting factors resulted in a small dip in the total mobile DRAM revenue.WinbondNanyaMicronSK HynixSamsung1Q revenue Mobile DRAMDRAMWed, 24 May 2017 14:56:00 +08002869 at http://www.trendforce.comTrendForce Says More Than Half of Global Server Demand Will Come From Data Centers in 2020 and Intel Will Be Long-Term Leader of Server Processorshttp://press.trendforce.com/node/view/2855.htmlIntel continues to dominate the market for mainstream server processors during this year’s first half with its global market share currently at above 90%, reports DRAMeXchange, a division of TrendForce. Though AMD and Qualcomm transitioned to the more cutting-edge manufacturing technologies such as the 14nm and the 10nm processes for their server solutions towards the end of last year, they will not be able to expand their market shares significantly in the short term. Intel’s competitors are still behind in developing third-party hardware and software support.QualcommARM processorARMAMDIntelServer DRAMserver productsDRAMWed, 17 May 2017 15:25:00 +08002855 at http://www.trendforce.com3D-NAND to Account for Over 50% of Total NAND Flash Bit Output This Third Quarter and Become Market Mainstream, Says TrendForcehttp://press.trendforce.com/node/view/2830.htmlDRAMeXchange, a division of TrendForce, anticipates that 3D-NAND will formally become the mainstream architecture of NAND Flash memory in the third quarter of 2017 with its share in the total NAND Flash bit output exceeding 50%. Following the footsteps of the leading 3D-NAND producers Samsung and Micron, most NAND Flash suppliers will begin mass production of 64-layer 3D-NAND chips in the second half of 2017. Nonetheless, the overall NAND Flash supply is expected to remain tight through the year due to Apple stocking up components for the next iPhone release and steady demand growth from SSD vendors.WDToshibaSK HynixMicronSamsung3D-NAND FlashNAND FlashNAND FlashTue, 25 Apr 2017 19:02:00 +08002830 at http://www.trendforce.comTrendForce Anticipates Global Server DRAM ASP in 2Q17 to Rise Over 10% From Prior Quarter as Demands Exceeds Supplyhttp://press.trendforce.com/node/view/2808.htmlDRAMeXchange, a division of TrendForce, reports that demand continues to outpace supply in the server DRAM market. In this first quarter, memory suppliers saw their shipment fulfillment rates dropped for different groups of clients. The fulfillment rate for long-term agreement (LTA) orders was 80% on average, while fulfillment rates for orders from Chinese and Taiwanese ODMs fell to the 60% level. Due to the persistent undersupply, DRAMeXchange further projects that the global average sales price (ASP) of server DRAM will increase by more than 10% between the first and second quarter.TencentAlibabaBaiduChinaserver memoryServer DRAM price server products Server DRAMDRAMTue, 18 Apr 2017 15:23:00 +08002808 at http://www.trendforce.com