TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce Maintains 4Q17 NAND Flash Market Outlook After Finding Toshiba’s Capacity Remains Largely Intact Despite Rumorshttp://press.trendforce.com/node/view/2991.htmlDespite lower-than-expected output caused by certain problems in production lines, Toshiba will be able to deliver its NAND Flash shipments as per the dates and volumes in its fourth-quarter contracts, says DRAMeXchange, a division of TrendForce. After confirming with sources, DRAMeXchange refutes a report alleging that Toshiba’s monthly NAND Flash capacity has been reduced by nearly 100,000 wafers and some of its production lines have been suspended.NAND Flash ToshibaSemiconductorsTue, 17 Oct 2017 09:38:00 +08002991 at http://www.trendforce.comMobile DRAM Prices to Go Up by 10~15% in 4Q17 as Seasonal Demand Picks Up and Suppliers Seek to Correct Price Differences Among Applicationshttp://press.trendforce.com/node/view/2989.htmlDRAMeXchange, a division of TrendForce, estimates that mobile (LPDDR) DRAM products will see sequentially quarterly price increases in the average range of 10~15% in the fourth quarter of 2017. This price hike is attributed to DRAM suppliers seeking to correct price differences among various applications as well as the year-end busy season in the smartphone market. The percent of sequential price increase for mobile DRAM in the fourth quarter is expected to be the largest when compared with percent increases for DRAM used in other applications.PC DRAMServer DRAMMobile DRAMDRAMThu, 12 Oct 2017 14:04:00 +08002989 at http://www.trendforce.comTrendForce Finds x86 Processors Continues to Corner Server Market This Year With Global Shipment Share Estimated at 96%http://press.trendforce.com/node/view/2987.htmlDRAMeXchange, a division of TrendForce, estimates that 96% of all server CPUs shipped worldwide this year will be based on the x86 architecture. On the other hand, the ARMv8 architecture is expected to represent only around 1% of the total annual shipments of server CPUs. The market growth of ARMv8 products is constrained by their limited applications within the server market and the high degree of customization necessary for the development of solutions.serverCPUGPUNVIDIAAMDIntelDRAMThu, 05 Oct 2017 15:05:00 +08002987 at http://www.trendforce.comTrendForce Says NAND Flash Market to Regain Balance in 2018 with Annual Bit Supply Growing by 42.9%http://press.trendforce.com/node/view/2983.htmlDemand has exceeded supply in the global NAND Flash market for six consecutive quarters since the third quarter of 2016, according to the latest research from DRAMeXchange, division of TrendForce. During this 2017, NAND Flash demand continues to expand because of the increase in average memory content of smartphones and the strong server market. At the same time, the growth in NAND Flash supply has been constrained by the pace of the major suppliers’ respective technology migrations, which in general have been slower than anticipated.MicronIntelSK HynixWestern DigitalToshibaSamsung3D-NAND FlashNAND FlashDRAMWed, 27 Sep 2017 14:08:00 +08002983 at http://www.trendforce.comToshiba Memory Corporation to Focus on Catching Up to Samsung in 3D-NAND Production Capacity Following Its Sale to U.S.-Japanese Consortiumhttp://press.trendforce.com/node/view/2974.htmlToshiba 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.3D-NAND FlashNAND FlashWestern DigitalToshibaDRAMThu, 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 TrendForcehttp://press.trendforce.com/node/view/2972.htmlDRAMeXchange, 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. MicronSK HynixSamsungDRAMDRAMWed, 20 Sep 2017 15:51:00 +08002972 at http://www.trendforce.comTrendForce Says Mobile DRAM Revenue Grew 14.8% Sequentially in Second Quarter and Will Keep Climbing in Third Quarterhttp://press.trendforce.com/node/view/2946.htmlDRAMeXchange, 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 3Q17http://press.trendforce.com/node/view/2941.htmlDRAMeXchange, 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 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.PowerchipWinbondNanyaMicronSK HynixSamsungrevenuespecialty DRAMServer DRAMMobile DRAMDRAMDRAMThu, 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. MicronSK HynixSamsungServer DRAMDRAMDRAMMon, 14 Aug 2017 14:22:00 +08002929 at http://www.trendforce.com