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The powerful 6.4-magnitude earthquake that struck Tainan, Taiwan, on February 6 was a significant intervening variable in the LCD panel market during the off-peak season, reports WitsView, a division of TrendForce. Besides causing damages to Innolux’s Gen-5 and Gen-6 fabs, the earthquake is expected to have reduced the capacities of other production facilities in the affected area by about 5~10% for the month.
China’s NAND Flash industry witnessed a steady growth in investments through 2015. As Chinese semiconductor companies build up their memory manufacturing capabilities at the wafer level, they are also beginning to pay greater attention to the production of controller chips for memory products. DRAMeXchange believes that the Chinese semiconductor sector will focus on controller houses in its next phase of development due to the component’s vital position in the NAND Flash chain.
In China, more PV power plants are switching to mono-Si products. This factor and the impending end of the country’s installation rush have caused prices of multi-Si products (e.g. wafers, cells and modules) to level after the Chinese New Year holidays, said Corrine Lin, assistant research manager for EnergyTrend, a division of TrendForce.
DRAMeXchange, a division of global research firm TrendForce, reports that the decline in mobile DRAM prices eased in the fourth quarter of 2015. By comparison, PC DRAM suffered a 16% quarterly price decline during the same period. Since the second half of 2015 was the traditional strong season for smartphone shipments, the mobile DRAM industry saw its global revenue fell by a mere 1% in the final quarter.
