TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenRising Demand from Data Centers Pushed Up 4Q17 Server DRAM Revenue by 13.9% QoQ, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3068.htmlThe total server DRAM revenue of the top three DRAM suppliers (Samsung, SK Hynix, and Micron) rose by 13.9% QoQ in 4Q17 on the back of rising average selling price (ASP), reports DRAMeXchange, a division of TrendForce. The supply of server DRAM has not kept pace with the demand even as suppliers have assigned more capacity to their server product lines. Furthermore, the data center projects in North America have been contributing to the strong demand growth.SemiconductorsWed, 21 Feb 2018 14:03:00 +08003068 at http://www.trendforce.comDRAM Revenue Grew by 76% YoY in 2017, and is Expected to Increase Further by More than 30% in 2018, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3066.htmlAccording to DRAMeXchange, a division of TrendForce, the DRAM revenue for 4Q17 grew by 14.2% QoQ to a new high, and the DRAM revenue for the entire 2017 grew by 76% YoY.DRAMTue, 13 Feb 2018 13:29:00 +08003066 at http://www.trendforce.comNDRC and Samsung Are Said to Be Signing MOU, which Could Moderate DRAM Price Rises and Accelerate Production Capacity Expansion, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3059.htmlThe climbing prices of DRAM over the past six quarters have added the cost pressures of Chinese smartphone brands. As the result, China’s National Development and Reform Commission (NDRC) has expressed concerns to Samsung at the end of 2017. And the intervention is expected to moderate the price increases of mobile DRAM in 1Q18, according DRAMeXchange, a research division of TrendForce. It is said that Samsung Electronics, backed by Korean government, is signing a memorandum of understanding (MOU) with NDRC. The MOU is believed to include details of further cooperation in semiconductor industry, such as expanding the investment in China and technical collaboration.SemiconductorsThu, 01 Feb 2018 14:28:00 +08003059 at http://www.trendforce.comTrendForce Forecasts 1Q18 Mobile DRAM Prices to Rise by a Mere 3% on Weak Demandhttp://press.trendforce.comhttps://press.trendforce.com/node/view/3056.htmlDespite rollout of full-screen models by major smartphone brands in 4Q17 to stimulate market demand, consumers have been less willing to make purchases amid the saturating market, mobile phone sales have been lower than expected, according DRAMeXchange, a research division of TrendForce. Coupled with the climbing prices of mobile DRAM over the past year and a profit squeeze, major brands have adjusted their production plans and deferred restocking of materials since mid 4Q17. Some key components including mobile DRAM have excess inventory. In 1Q18, the traditional off-season, smartphone vendors are expected to decrease the demand, resulting in a mere 3% rise of the contract prices.DRAMThu, 25 Jan 2018 14:01:00 +08003056 at http://www.trendforce.com​Server DRAM Prices Keep Climbing, as Internet Data Centers from North America Drive the Demand, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3048.htmlAccording to the latest report of DRAMeXchange, a division of TrendForce, the price of server DRAM will continue to rise as the supply remains tight in 1Q18. Meanwhile, previous 2133MHz products will be overtaken by higher clock rate (2666MHz and 2400MHz) production, so high-bandwidth server modules will become the mainstream products.SemiconductorsWed, 10 Jan 2018 14:49:00 +08003048 at http://www.trendforce.com​Micron and Intel’s Decision of Parting Ways in NAND Flash Development Will Not Impact Their Businesses Until 2020, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3047.htmlMicron Technology and Intel will discontinue their partnership on NAND Flash development after completing the development of their third generation of 3D-NAND Flash (96-layer), according to their announcements on January 8, 2018. The two will part ways in developing NAND Flash technology due to their individual business needs, but will continue to jointly develop and manufacture 3D XPoint at their fab in Lehi, Utah. DRAMeXchange, a division of TrendForce, points out that 96-layer 3D-NAND Flash will not become the mainstream products until 2019, so this decision of parting ways will not influence their product roadmaps until 2020.SemiconductorsWed, 10 Jan 2018 14:14:00 +08003047 at http://www.trendforce.comTrendForce Says Intervention in the Memory Market by China’s NDRC May Affect Prices of Mobile DRAMhttp://press.trendforce.comhttps://press.trendforce.com/node/view/3044.html On 22 December 2017, China’s National Development and Reform Commission (NDRC) held a meeting with representatives from Samsung to express concerns about Samsung’s role in the continuing price increase for memory products. Based on the latest findings, DRAMeXchange of TrendForce believes that this event could affect memory prices in 1Q18. At present, contract negotiations are ongoing in both DRAM and NAND Flash markets. If Samsung and other suppliers take heed of NDRC’s opinion, then the price upswing, especially in the mobile DRAM market, will likely to moderate.SemiconductorsFri, 05 Jan 2018 14:09:00 +08003044 at http://www.trendforce.comMajor NAND Flash Manufacturers Including Toshiba Have Announced Production Capacity Expansion Plans, TrendForce Forecasts a Possible Oversupply in 2019http://press.trendforce.comhttps://press.trendforce.com/node/view/3041.htmlToshiba and Western Digital have reached an agreement on December 13th, 2017, after lawsuits and disputes over joint venture throughout the past year. The two companies have extended existing joint-venture agreement to 2029, which confirms that Western Digital will jointly invest in Fab 6 facility at Yokkaichi to secure its competitiveness in 3D-NAND Flash with 96-layer or greater. Soon after the agreement, Toshiba announced its Fab 7 construction plan on December 21st. According to DRAMeXchange, a division of TrendForce, the production capacity expansion of major NAND Flash manufacturers, e.g. Toshiba, Samsung, Intel, and Yangtze Memory Technologies Corporation (YMTC), will have increasing impacts on the industry, resulting in a possible oversupply in NAND Flash market in 2019.SemiconductorsWed, 03 Jan 2018 14:25:00 +08003041 at http://www.trendforce.comChina Develops Its Domestic Memory Chips Fabrication; JHICC, Innotron Memory and Tsinghua Unigroup Emerge As Major Domestic Suppliers, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3039.htmlTrendForce’s latest report, Breakdown Analysis of China's Semiconductor Industry, outlines the landscape of China’s dynamic and fast-growing semiconductor industry, and reveals that the memory segment will be a focus for the industry, considering that China now heavily relies on imported semiconductor components, and that semiconductor is a sensitive sector which may have potential applications in national security.DRAMThu, 21 Dec 2017 14:51:00 +08003039 at http://www.trendforce.comDemand for Servers in Data Centers Will be a Major Driving Force of Global Server Shipment’s 5.53% Growth in 2018, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3036.htmlAccording to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment will grow by 5.53% in 2018 driven by the surging demand for servers in data centers.DRAMThu, 14 Dec 2017 14:11:00 +08003036 at http://www.trendforce.com