Semiconductors Research Reports

Japan Earthquake and Electrical Brownouts to Affect Silicon Wafer Supply and Glo

2011/03/16

DRAM , Wafer Foundries

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Based on the survey conducted by DRAMeXchange, a research division of TrendForce, due to Japan earthquake, Fukushima No. 1 power generator was shut down and caused a radiation leak, which led to an electric power cut in northeast Japan. Since March 14th, Japan started to enforce electrical brownouts among areas with less damage, and made electrical usage concerning transportation and daily life the first priority. There is still no definite time on when electricity will be restored in Miyagi and Fukushima, where the earthquake caused serious damage...

Global DRAM Industry Analysis and Outlook-1Q11

2011/02/15

DRAM , Notebook Computers , Smartphones +1

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According to DRAMeXchange, the research division of Trendforce, despite of 16% QoQ DRAM output increase in 4Q10, DRAM industry revenue still decreased 20% to US$8.64bn from US$10.78bn with the 40% 4Q10 DRAM contract price decline...

Global NAND Flash Industry Analysis and Outlook-1Q11

2011/02/14

NAND Flash , Notebook Computers , Smartphones +1

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DRAMeXchange expects NAND Flash supply bit growth in 2011 still to be mainly relied on node technology migration, and suppliers will depend on the real market demand to commence the new 300mm wafer capacity expansion for the purpose of maintaining more balanced market and easing the impact from price erosion to the profitability...

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