Inotera, which is also known as Micron Technology Taiwan, suspended the operation of Fab-2, one of its two fabrication plants in Taiwan’s Taoyuan City, on July 1. The malfunctioning of the nitrogen gas dispensing system led to the contamination of wafers and equipment in the facility. DRAMeXchange, a division of TrendForce, estimates that Inotera has suffered a production capacity loss of around 60K wafer starts per month, out of the supplier’s previous total of 125K wafer starts per month (K = 1,000). This conservative estimate also amounts to a 5.5% cut in the global DRAM production capacity for this July. The temporary shutdown of Fab-2 is expected to aggravate the current undersupply situation in the DRAM market and cause further price increases for memory products.
Prices of LED light bulbs crept up slightly this June with the global ASP of 40-watt equivalent products rising by 1.1% compared with the prior month to US$6.6, according to the latest report from LEDinside, a division of TrendForce. The global ASP of 60-watt equivalent LED light bulbs remained constant at US$8.1.
The confirmation of Samsung Display (SDC) being Apple’s AMOLED panel supplier for the upcoming iPhone devices has spurred other smartphone brands and panel makers to aggressively invest in this display technology. The latest display market forecast by WitsView, a division of TrendForce, finds that AMOLED is set to become mainstream in the global smartphone market in the near future with the penetration rate reaching to almost 50% by 2020.