TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenServer DRAM Prices Will Continue to Rise as Server Demand from China Boosts in 2Q18, Says TrendForcehttp://press.trendforce.com to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers are progressing towards the specification of 32GB RDIMM, and the 1Q18 quotes offered by Server DRAM suppliers will grow by only 4% compared with 4Q17 in order to ensure sales by favorable prices. In 2Q18, as domestic server demand from China rises, the server DRAM prices will continue to rise, says DRAMeXchange.SemiconductorsMon, 19 Mar 2018 14:06:00 +08003077 at http://www.trendforce.comSSD Price Drop Will Drive the Adoption Rate of SSD in Notebooks to 50%, Says TrendForcehttp://press.trendforce.com In 1Q18, the traditional off-season, SSD market has seen obviously less stock up orders from PC OEMs compared with 4Q17, according to DRAMeXchange, a division of TrendForce. SSD suppliers have cut prices to enhance PC OEMs’ willingness to adopt their new 64/72-layer 3D-SSD products. For 1Q18, the average contract prices of mainstream Client SSD for PC OEMs are estimated drop by 3-5% in SATA-SSD sector and 4-6% in PCIe-SSD sector compared with the previous quarter. This will indicate the stop of continuous price rise over the past year.DRAMMon, 12 Mar 2018 14:14:00 +08003075 at http://www.trendforce.comMicron and Intel Will Part Ways After Finishing Development of 96-layer 3D-NAND Flash, and Will Seek Their Respective Partners, Says TrendForcehttp://press.trendforce.com and Intel announced on January 8, 2018 that they will discontinue their partnership on NAND Flash development after completing the development of the third generation of 3D-NAND Flash. Micron and Intel are currently developing the second generation (64-layer), and the third generation is expected to reach 96-layer. This means that, for development of products greater than 96-layer, the two will part ways formally. This decision will not bring significant impact in near term on their businesses in terms of manufacturing process technology improvements and product planning. They will also have more opportunities to seek new partners after parting ways. According to DRAMeXchange, a division of TrendForce, Intel and Tsinghua Unigroup are now discussing over further collaboration in product offerings and sales.SemiconductorsThu, 01 Mar 2018 14:38:00 +08003071 at http://www.trendforce.comNAND Flash Revenue Rose by Just 6.8% QoQ in 4Q17, Traditional Off-Season Effects Will Continue to Influence Sales in 1Q18, Says TrendForcehttp://press.trendforce.com 4Q17, the yield rates of suppliers’ respective 3D-NAND processes climbed steadily, while smartphones remained the major demand contributor in peak season, according to DRAMeXchange, a division of TrendForce. As the result, only contract prices of eMMC and UFS products went up by 0-5% QoQ in 4Q17, but other major application markets such as PCs, tablets, and servers together with data centers showed slowing growth momentum. Their contract prices were either flat or fell by a small margin, and the market shifted toward an equilibrium of supply and demand.DRAMWed, 28 Feb 2018 12:04:00 +08003070 at http://www.trendforce.comMobile DRAM Revenues Grow Slower in 1Q18 Due to Dampened Contract Prices Rise, Says TrendForcehttp://press.trendforce.com mobile DRAM revenue hit a new high of US$8 billion in 4Q17, a robust sequential growth of 23.6%, says DRAMeXchange, a division of TrendForce. In 4Q17, the major suppliers raised their prices by 10-15% on average, driven by expected strong demand from the smartphone market during the traditional busy season, and continuing brisk demands from North American datacenters.SemiconductorsMon, 26 Feb 2018 14:12:00 +08003069 at http://www.trendforce.comRising Demand from Data Centers Pushed Up 4Q17 Server DRAM Revenue by 13.9% QoQ, Says TrendForcehttp://press.trendforce.com total server DRAM revenue of the top three DRAM suppliers (Samsung, SK Hynix, and Micron) rose by 13.9% QoQ in 4Q17 on the back of rising average selling price (ASP), reports DRAMeXchange, a division of TrendForce. The supply of server DRAM has not kept pace with the demand even as suppliers have assigned more capacity to their server product lines. Furthermore, the data center projects in North America have been contributing to the strong demand growth.SemiconductorsWed, 21 Feb 2018 14:03:00 +08003068 at http://www.trendforce.comDRAM Revenue Grew by 76% YoY in 2017, and is Expected to Increase Further by More than 30% in 2018, Says TrendForcehttp://press.trendforce.com to DRAMeXchange, a division of TrendForce, the DRAM revenue for 4Q17 grew by 14.2% QoQ to a new high, and the DRAM revenue for the entire 2017 grew by 76% YoY.DRAMTue, 13 Feb 2018 13:29:00 +08003066 at http://www.trendforce.comNDRC and Samsung Are Said to Be Signing MOU, which Could Moderate DRAM Price Rises and Accelerate Production Capacity Expansion, Says TrendForcehttp://press.trendforce.com climbing prices of DRAM over the past six quarters have added the cost pressures of Chinese smartphone brands. As the result, China’s National Development and Reform Commission (NDRC) has expressed concerns to Samsung at the end of 2017. And the intervention is expected to moderate the price increases of mobile DRAM in 1Q18, according DRAMeXchange, a research division of TrendForce. It is said that Samsung Electronics, backed by Korean government, is signing a memorandum of understanding (MOU) with NDRC. The MOU is believed to include details of further cooperation in semiconductor industry, such as expanding the investment in China and technical collaboration.SemiconductorsThu, 01 Feb 2018 14:28:00 +08003059 at http://www.trendforce.comTrendForce Forecasts 1Q18 Mobile DRAM Prices to Rise by a Mere 3% on Weak Demandhttp://press.trendforce.com rollout of full-screen models by major smartphone brands in 4Q17 to stimulate market demand, consumers have been less willing to make purchases amid the saturating market, mobile phone sales have been lower than expected, according DRAMeXchange, a research division of TrendForce. Coupled with the climbing prices of mobile DRAM over the past year and a profit squeeze, major brands have adjusted their production plans and deferred restocking of materials since mid 4Q17. Some key components including mobile DRAM have excess inventory. In 1Q18, the traditional off-season, smartphone vendors are expected to decrease the demand, resulting in a mere 3% rise of the contract prices.DRAMThu, 25 Jan 2018 14:01:00 +08003056 at http://www.trendforce.comChina’s Wafer Fabrication Industry Sees Intensified Competition in 2018, Production Capacity of 300mm Wafer Will Approach 700,000 Pc/Month, Says TrendForcehttp://press.trendforce.com to TrendForce’s latest report, the Breakdown Analysis of China’s Semiconductor Industry, many fabs are being built in China with high capital expenditures, attracting attention from the industry. In particular, new fab construction projects like Silan Microelectronics and CanSemi etc. will intensify the competition and expand the production capacity of the industry. TrendForce estimates that China’s production capacity of 300mm wafer will reach nearly 700,000 pieces per month by the end of 2018, a 42.2% increase from the end of 2017; the revenue from China’s entire wafer fabrication industry is expected to reach RMB 176.7 billion in 2018, an annual growth of 27.12%.DRAMWed, 17 Jan 2018 14:30:00 +08003052 at