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The NAND Flash manufacturers have been relatively unwilling to lower their prices, according to DRAMeXchange, the memory and storage research of TrendForce...
The DRAM manufacturers and their clients have begun to discuss prices for the fourth quarter following the completed negotiations for Q3's contract price, according to DRAMeXchange, the memory and storage research division of TrendForce. For September...
According to DRAMeXchange, a division of global research firm TrendForce, construction of Samsung and SK Hynix's new fabrication plants will be finished in 2015, and next year's plans for manufacturing capacity are currently being...
The NAND Flash market’s shortage is starting to ease as OEMs other than Apple begin to reduce their NAND Flash chip orders, according to DRAMeXchange, the memory and storage research division of TrendForce...
The DRAM contract prices have remained relatively unchanged in the second half of August, according to DRAMeXchange, the memory and storage research division of TrendForce. This is mainly due to the...
The DRAM contract prices have remained relatively unchanged in the second half of August, according to DRAMeXchange, the memory and storage research division of TrendForce. This is mainly due to the...
Global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter. As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter. Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter...
Reviewing the NAND flash market in the second quarter, although OEMs began restocking in June, NAND flash supply exceeded demand in April and May. As a result, average NAND flash selling price fell by 5-10% QoQ in the second quarter, and suppliers saw a decrease in revenue and operating margins...
As a result of strong smartphone growth, mobile DRAM has the highest production ratio in the global DRAM industry, edging out commodity DRAM. With less supply, commodity DRAM has become the most profitable product category and contract prices were on the rise in the second quarter. Global DRAM industry value reached US$10.8 billion in the second quarter, a 9% QoQ increase. Looking at profits, of the three major DRAM makers, Samsung had the best performance with an operating margin of 39%, while SK Hynix was close behind with 38%. Inotera, part of the Micron group, had the highest operating margin of all DRAM manufacturers, at 55%. With the oligopoly and tight supply, a decline in DRAM prices would have been difficult. TrendForce forecasts DRAM industry value will reach US$46.8 billion in 2014, a 36% YoY increase...
Specialty DRAM prices have remained in an uptrend in August, and showed an...
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