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.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.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.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.com