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DRAMeXchange, a division of TrendForce, reports a growing demand for NAND Flash under the influence of traditional peak season and increasing demand for smartphones and SSD from servers and data centers. The gap between supply and demand is larger compared with the previous quarter. However, the contract price of all product lines increased no more than 0-6% in this third quarter after a long period of continuous price increase, and the current price is approaching the highest level that OEM factories can afford.
The revenue ranking for the third quarter of 2017 remained generally the same as the previous quarter, with Broadcom Limited, Qualcomm and NVIDIA respectively taking first, second and third place according to TrendForce’s latest ranking of the global top 10 fabless IC design houses. Although MediaTek's third-quarter revenue and gross margins are close to the upper bound of financial forecast, the year-on-year revenue dropped by 18.8%, making it the only one in the list that had more than 18% revenue decline for two consecutive quarters.
Revenue of the top three DRAM server suppliers (Samsung, SK Hynix and Micron) rose 25.2% for the third quarter compared with the previous three-month period, reports DRAMeXchange, a division of TrendForce. Strained DRAM supply was even more evident during the third quarter as limited production capacity and limited technological progress for the memory industry encountered robust demand from data centers in North America. With the ASP rising, server DRAM suppliers saw substantial increase in their revenues.
At 2:29 p.m. on November 15 of South Korea's local time (1:29 p.m. of Taiwan's local time), a 5.5-magnitude shock struck Korea's east coast. The epic center is located at 9 kilometers north to Pohang City, North Gyeongsang Province. Its depth was about 9 kilometers deep. About this surprising incident in Korea, WitsView, a division of TrendForce, analyzed that it influenced very little to the entire panel industry.
Market research firm TrendForce reports that the global notebook shipments for this third quarter registered a remarkable quarterly increase of 6.8% and a year-on-year increase of 0.9%, reaching 42.69 million units. The overall performance of notebook shipments brought by peak season exceeded the previous expectations.
