Research Reports

A Battle of Memories-A Look at the Cooperative/Competitive Future of DRAM and NA

2012/01/17

Semiconductors , DRAM , NAND Flash

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The burgeoning popularity of mobile handheld devices has brought substantial changes to the PC-DRAM industry, in terms of both supply and demand. From the demand perspective, consumer PC demand has decreased due to the rise of tablet PCs, resulting in further weakening of an already sluggish PC market; a definite challenge for the PC-DRAM industry...

DRAM Contract Price 1H Jan_2012

2012/01/10

Semiconductors , DRAM

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According to DRAMeXchange, a research division of TrendForce, 1HJan. contract price...

DRAM 2012 Outlook

2011/12/15

Semiconductors , DRAM

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DRAM Production Cut

2011/12/12

Semiconductors , DRAM

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Global DRAM Industry Analysis and Outlook-4Q11

2011/11/11

Semiconductors , DRAM , Consumer Electronics , Notebook Computers , Smartphones , Tablets +3

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The global DRAM industry’s total revenue for 3Q was approximately US$6.566 billion. Due to weak economies worldwide and a severe oversupply situation, DDR3 4GB average contract price fell from US$31 to US$19.5, a decrease of nearly 37%. DRAM makers’ total revenue decreased significantly, by 19.4% QoQ. Besides Samsung Semiconductors, all other DRAM manufacturers reported losses for 3Q. Additionally, DRAM makers actively transitioned to the 30nm-node process and the production of DDR3 4Gb chips. The sufficiency ratio for 1H12 will still be over 15%, which will stimulate capacity cuts or even mergers in the DRAM industry...

Global Mobile DRAM Market Analysis and Outlook for 2011-2012

2011/10/04

Semiconductors , DRAM

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Commodity DRAM Market Once Again Engaged in Price Wars, Mobile DRAM Becomes Strategic Battleground...

Global DRAM Industry Analysis and Outlook-3Q11

2011/08/17

Semiconductors , DRAM , Consumer Electronics , Notebook Computers , Smartphones , Tablets +3

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According to DRAMeXchange, a research division of TrendForce, total revenue for the global DRAM industry in 2Q11 was approximately US$8.1 billion. Although DRAM ASP (average selling price) increased slightly due to expectations of supply disruption from the Japan earthquake, ProMOS’s decrease in wafer start volume and Powerchip’s increase of non-DRAM products caused overall revenue to decrease slightly, 1.9% from 1Q11...

Global DRAM Industry Analysis and Outlook-2Q11

2011/05/16

Semiconductors , DRAM , Consumer Electronics , Notebook Computers , Smartphones , Tablets +3

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According to DRAMeXchange, a research department of Trendforce, despite 30% contract price drop, 1Q11 worldwide DRAM revenue merely declined 4% to US$8.3bn from US$8.6bn due to the 15% output increase...

The Outlook of Mobile PC in 2011 - Tablet PC Sales to Surge as Notebook and Netb

2011/03/25

Semiconductors , DRAM , Consumer Electronics , Notebook Computers , Tablets +2

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According to a survey conducted by DRAMeXchange, a research division of Trendforce, in 2011, the shipments of DT are expected to reach 149.7M units, a 2.6% YoY increase; the shipments of notebooks, including netbooks, are expected to reach 215.2M units, a 11% YoY increase; the shipments of netbooks are expected to reach 25.9M units, a 22.2% YoY decrease...

DRAM supply chain were affected; manufacturers with abundant raw materials will

2011/03/23

Semiconductors , DRAM

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The magnitude 9.0 quake hit northeastern Japan on March 11th has left thousands of people homeless and damaged DRAM supply chain. The suspended Shin-Etsu and SUMCO northeastern plants have reduced global Raw-Wafer capacity by 20 to 25%. Hitachi Chemical and Mitsubishi Gas Chemical, two companies producing over 80% of BT resin used in module houses, were also affected by the quake. Other key raw materials such as photo-resistor, target and Nitrogen were also affected. Following the quake, DRAM vendors checked the inventory level on raw materials, confirmed on the possibility of second supply source in order to reduce loss...