TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenDRAM/NAND Prices Short Term Affected by Japan-South Korea Trade Tension and Toshiba Outage; Long Term Effects Depend on Inventory Levels, Says TrendForcehttps://press.trendforce.com/node/view/3273.htmlDRAMeXchange , a division of TrendForce , points out that after the Toshiba outage in mid-June, the Japanese government announced that it will be controlling South Korea-bound exports of three key materials used in the manufacturing of semiconductors, smartphones and panels, causing module manufacturers in the memory industry downstream to give higher quotes. However, since DRAM and NAND Flash inventories remain high, and that this is not a complete barring of materials but a prolonging of procedures, the possibility of a short-term, structural reversal of supply and demand is low.NAND FlashTue, 16 Jul 2019 05:33:00 +00003273 at http://www.trendforce.comTsinghua to Enter the DRAM Business; China Embarks Once Again on the Road to DRAM Developmental Independency, Says TrendForcehttps://press.trendforce.com/node/view/3265.htmlDRAMeXchange, a division of TrendForce, says that Tsinghua Unigroup’s official statement on June 30th has revealed its newly composed DRAM group, with Diao Shijing, former director of the Electronic Information Department of the Ministry of Industry and Information Technology, as the group’s Chairman and Charles Kao as CEO. This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.DRAMMon, 01 Jul 2019 08:51:00 +00003265 at http://www.trendforce.comToshiba Recovering Slower Than Expected from the Power Outage, with 3Q Wafer Quotes Under Pressure to Rise in the Short Term, Says TrendForcehttps://press.trendforce.com/node/view/3264.htmlToshiba Memory Corp. (TMC) reported that its main NAND Flash production base in Yokkaichi, Japan, experienced a 13-minute power outage on June 15. All production facilities within the base (Fab 2, Fab 3, Fab 4, Fab 5, and Fab 6) were affected by the power outage, but we have yet to see all facilities return to normal operation as of now. An assessment by DRAMeXchange , a division of TrendForce , gives that wafer quotes will be pressured to rise in the short term due to this event, and there may be a rise in 2D NAND flash product prices and a slight shrink in price decline for 3D NAND flash products in the third quarter.DRAMFri, 28 Jun 2019 08:15:00 +00003264 at http://www.trendforce.comUncertainties in the Market Rise while a Bounce in NAND Flash Prices Remains Unlikely in 3Q, Says TrendForcehttps://press.trendforce.com/node/view/3262.htmlAccording to the latest investigations by DRAMeXchange, a division of TrendForce, demand for smartphones and servers go below expected levels in 2019 as the US-China trade dispute heats up. Adding the CPU shortage, which continues to haunt notebook shipments, we may see the shipments of eMMC/UFSs, SSDs etc. fail to meet expectations for peak season 3Q, and cause contract prices to fall uncontrollably.DRAMThu, 20 Jun 2019 03:16:00 +00003262 at http://www.trendforce.comThe US-China Trade War Rages On: DRAM Price Decline 3Q to Widen to 15%, Says TrendForcehttps://press.trendforce.com/node/view/3256.htmlDRAMeXchange, a division of TrendForce, points out that, as ripples from the US ban continue to spread, Huawei's shipments of smartphone and server products are feared to face heavy obstacles for the next two to three quarters , impacting peak-season-demand for DRAM products 2H and the time of price precipitation. TrendForce officially adjusts its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15%.DRAMThu, 06 Jun 2019 06:10:00 +00003256 at http://www.trendforce.comCompuforum 2019: The Big Future of Data Economics—TrendForce Takeawayshttps://press.trendforce.com/node/view/3252.htmlThe iconic, annual conference hosted by global market research institute TrendForce is held today (31) in the VIP Room on the 4th floor of the Taipei International Convention Center: Compuforum 2019: The Big Future of Data Economics. Western Digital, Intel, Bigtera (subsidiary of Silicon Motion), DELL and other giants have been invited to the conference to focus on the development of storage solutions and emerging business opportunities in an era dominated by data economics and transformed by cloud. Senior Research Director Avril Wu and Senior Analyst Mark Liu at DRAMeXchange, a division of TrendForce, also provide developmental insights into the DRAM industry of today, and dive deep into the upgrade trends characteristic of next-generation memories, servers and datacenters. And needless to say, seats were full and responses enthusiastic.StorageFri, 31 May 2019 05:37:00 +00003252 at http://www.trendforce.comRevenues for NAND Flash Brands 1Q Fall by 23.8% QoQ While Prices Fall Non-stop in 2Q, Says TrendForcehttps://press.trendforce.com/node/view/3251.htmlDRAMeXchange , a division of TrendForce , says that besides the effects from the traditional offseason 1Q this year, the weakening demand in 4Q18 has pushed smartphone and server OEMs to begin adjusting their inventories. This in turn lowered sales bit performance across all products, causing overall NAND flash contract prices to see the most dramatic drop since 1Q18.NAND FlashThu, 30 May 2019 05:24:00 +00003251 at http://www.trendforce.comNext-generation Memories Have a Chance to Penetrate into the Market 2020, and Datacenters and Other Special Fields Are the First to Use Them, Says TrendForcehttps://press.trendforce.com/node/view/3246.htmlWhether DRAM or NAND Flash, current memory solutions are straining the physical limits of production processes, meaning it is becoming more and more difficult to keep on raising performance and lowering costs. Therefore, there has been much discussion revolving around Intel Optane and other next-generation memories in recent years, in hopes of discovering new solutions while keeping modifications to the current platform to a minimum or even leaving it completely untouched. DRAMeXchange , a division of TrendForce , holds that next-generation memories and current solutions have their respective pros and cons, with prices forming the most critical areas of opportunity.DRAMMon, 20 May 2019 05:18:00 +00003246 at http://www.trendforce.comYMTC to Mass Produce 64-layer 3D NAND Products By This Year End, Feared to Impact NAND Flash Prices Upon Expansion 2020, Says TrendForcehttps://press.trendforce.com/node/view/3242.htmlDue to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, a division of TrendForce, Yangtze Memory Technologies (YMTC), which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled. YMTC's capacity expansion in 2020 is projected to impact supply and prices in the global NAND flash market.SemiconductorsTue, 14 May 2019 01:31:00 +00003242 at http://www.trendforce.com512GB SSDs' Price-per-GB Estimated to Fall Below US$0.1 and Hit an All-time Low This Year End, Says TrendForcehttps://press.trendforce.com/node/view/3238.htmlAccording to research by DRAMeXchange , a division of TrendForce , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive. Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$0.1 per GB by the end of this year, hitting an all-time low. This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs. We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price.DRAMWed, 08 May 2019 05:34:00 +00003238 at http://www.trendforce.com