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Taiwan’s three solar companies Gintech, Neo Solar Power (NSP) and Solartech signed an MOU on October 16 announcing their intention to merge as one single corporate entity by the third quarter of 2018. According to EnergyTrend, a division of TrendForce, the combined production capacity for photovoltaic (PV) cells of these three companies is projected to reach 5 gigawatts (GW). This estimate not only takes account of their combined 3.5GW capacity in Taiwan but also their combined 1.5GW capacity from their facilities located in Mainland China, Thailand and Vietnam. The company that resulted from this merger – United Renewable Energy Co., Ltd. (UREC) – will not only become the largest solar enterprise in Taiwan but also the world’s fifth-largest cell maker in terms of capacity and second-largest cell suppliers in terms of overseas shipping.
Despite 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.
DRAMeXchange, 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.
DRAMeXchange, 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.
Demand 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.
