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Japan saying no to nuclear and big yes to solar

30 September 2013

Fire accident at SK Hynix fab causes DRAM price hike

30 September 2013

LED tablet applications forecast to drive backlight market

30 September 2013

TrendForce: Countervailing Duty Imposed on Chinese Imports of US Polysilicon May Have Limited Impact on Price

30 September 2013

Ministry of Commerce of People’s Republic of China (MOFCOM) recently announced that there were subsidies to the US polysilicon under investigation which led to substantive damages toward China’s domestic industry. Thus, countervailing duty of 6.5% has been imposed on two of the US manufacturers, Hemlock and AE Polysilicon. According to EnergyTrend, a research division of TrendForce, most of the Chinese polysilicon manufacturers have resumed production, which will increase polysilicon capacity. Hence, the anti-subsidy duty will have limited impact on price as price is not likely to increase in the future.

TrendForce: Impact from SK Hynix’s Fire Incident Continues, Supplies of Graphics Memory also Affected

27 September 2013

According to DRAMeXchange, a research division of TrendForce, the fire accident experienced by SK Hynix's Wuxi plant has led to a sudden surge in market demand. The spot market prices for mainstream PC DRAM 2Gb chips have soared by a whopping 36% since the day of the fire (the calculation is based on the chip's agreed price of $US 2.18 on 9/24). A growth of at least 10%, it is worth noting, is also expected for the soon-to-be-announced September contract prices. Given that SK Hynix was originally the supplier with the highest market share in the graphics memory market (leading both Samsung and Micron), a major shortage in graphics DRAM (for instance, DDR3x16, GDDR3, and GDDR5) has inevitably occurred. The Taiwanese companies with noticeable, though much lower, shares in this market include Nanya and Winbond.