TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenA Sharper Price Decline of Nearly 20% Is Expected for 1Q19 in DRAM Market, Says TrendForcehttps://press.trendforce.com/node/view/3201.htmlThe overall price trend in the DRAM market has been stable in December, showing no noticeable change from November, reports DRAMeXchange, a division of TrendForce. Clients in North America and Europe were taking a break during the year-end holiday season, so the quantities of DRAM products traded in December were too small to be considered in the survey of contract prices. With regard to contract prices of mainstream products, the monthly average of 8GB modules is staying roughly at US$60, while that of 4GB modules is around US$30. However, for both 8GB and 4GB ones, their monthly lows have already dropped below their respective US$60 and US$30 thresholds.SemiconductorsTue, 15 Jan 2019 05:58:00 +00003201 at http://www.trendforce.comNAND Flash Manufacturers to Cut Capex by 2% YoY in 2019 Due to Worsening Oversupplyhttps://press.trendforce.com/node/view/3199.htmlExperiencing an oversupply over the entire year of 2018, the global NAND Flash market continues to face excess capacity this year as the demand outlook for notebooks, smartphones, servers and other end products remains weak, reports DRAMeXchange, a division of TrendForce. NAND Flash manufacturers have slowed down the capacity expansion by cutting capex in 2019, aiming to moderate the oversupply by limiting the bit output growth.SemiconductorsThu, 10 Jan 2019 06:07:00 +00003199 at http://www.trendforce.comDRAM Market to See Lower Capital Expenditure and Moderated Bit Output in 2019 Due to Weak Demand, Says TrendForcehttps://press.trendforce.com/node/view/3195.htmlAfter contract prices of DRAM products turned downward sharply in 4Q18 by 10% QoQ, major DRAM manufacturers have tried to offset fall in prices by slowing down capacity expansion in 2019, as the demand outlook for PCs, servers, smartphones, and other end consumer products remains weak, reports DRAMeXchange, a division of TrendForce.DRAMWed, 02 Jan 2019 04:01:00 +00003195 at http://www.trendforce.comContract Prices of NAND Flash Products to Drop Further in 1H19; Price Decline Would Reach 10% in 1Q19, Says TrendForcehttps://press.trendforce.com/node/view/3191.htmlDRAMeXchange, a division of TrendForce, reports that the bit output from the NAND Flash industry in 2018 turned out to be higher than expected, as suppliers had steady yields of their 64-layer 3D NAND production. NAND Flash demand, however, has remained sluggish due to the looming trade war between China and the U.S., the shortage of Intel CPUs, and the lower-than-expected sales of new iPhone devices, despite the year-end busy season.SemiconductorsMon, 17 Dec 2018 06:02:00 +00003191 at http://www.trendforce.comPrices for Some Contracts Have Been Adjusted Downward Twice in 4Q18, Contract Prices of DRAM Products Would See Steeper Decline in 1Q19, Says TrendForcehttps://press.trendforce.com/node/view/3186.htmlContract prices of DRAM products have started to slide since 4Q18, and a certain amount of DRAM contracts have now been negotiated as monthly deals, instead of quarterly ones, reports DRAMeXchange, a division of TrendForce. For some contracts, the prices have been adjusted downward twice in this November, which was very rare in the industry. The situation indicates that the OEMs now have a negative outlook on the market and the price falls are expected to enlarge in the first quarter of 2019.SemiconductorsTue, 04 Dec 2018 06:10:00 +00003186 at http://www.trendforce.comx86 Server CPUs Remain Market Mainstream, 7nm Platform May Help AMD to Increase Market Share, Says TrendForcehttps://press.trendforce.com/node/view/3184.htmlDRAMeXchange, a division of TrendForce, notes that x86 continues to be the mainstream architecture for server CPUs this year, with Intel and AMD being the market leaders. Particularly, Intel dominantly represents around 98% of the total server CPU shipments worldwide in 2018. For the next year, the market share of AMD x86 server CPUs is expected to go up to 5%, after the company’s introduction of 7nm CPUs to the market.SemiconductorsWed, 28 Nov 2018 06:01:00 +00003184 at http://www.trendforce.comTotal NAND Flash Revenue Rose by Just 4.4% QoQ in 3Q18 Due to Below-Expected Demand Growth, Says TrendForcehttps://press.trendforce.com/node/view/3180.htmlDRAMeXchange, a division of TrendForce, reports that the bit output from the NAND Flash industry increased steadily in 3Q18, as suppliers raised the yields of their 64/72-layer 3D NAND production. NAND Flash demand, however, had yet to catch up with supply despite the year-end busy season. The shortage of Intel CPUs and the lower-than-expected sales of new iPhone devices have respectively stifled the demand growths related to notebook PCs and smartphones. Also, the US-China trade dispute has been a negative influence on the whole market. Because the NAND Flash market had been in oversupply since the start of 2018, contract prices of NAND Flash products in 3Q18 registered significant declines from the previous quarter, and the average price drop was 10-15%.SemiconductorsMon, 19 Nov 2018 06:01:00 +00003180 at http://www.trendforce.comGlobal DRAM Revenue to Reach a New Record in 3Q18, but Manufacturers’ Profitability May Approach Its Peak, Says TrendForcehttps://press.trendforce.com/node/view/3179.htmlThe total revenue of the global DRAM industry grew by 9% QoQ, and again hit a new record high in 3Q18, reports DRAMeXchange, a division of TrendForce. The survey of the price trends in the third quarter shows that contract prices in the mainstream application segments (i.e. PC, server, and mobile) maintained QoQ increases of 0-2%. Particularly, the contract price of mainstream DDR3 consumer DRAM was the first to drop during the quarter because of the weakening demand. Also, contract prices of graphics DRAM products fell by around 3% QoQ due to the sharp drop in the demand related to cryptocurrency mining as well as the higher base of the previous quarter.SemiconductorsThu, 15 Nov 2018 06:30:00 +00003179 at http://www.trendforce.comOctober Contract Prices for NAND Flash Chips/Wafers Witnessed Continued Price Drop due to Weak Demand Outlook for End Markets, Says TrendForcehttps://press.trendforce.com/node/view/3174.htmlThe NAND Flash market has remained in oversupply for the whole year of 2018, according to DRAMeXchange, a research division of TrendForce, with sufficient inventories for notebook/smartphone OEMs. The China-US trade war and the shortage of Intel CPU have made situations worse on the supply side. In October, the contract prices of SSD, and eMMC/UFS witnessed continued fall, while the price drop of NAND Flash chips and wafers appeared to be larger.SemiconductorsTue, 06 Nov 2018 06:01:00 +00003174 at http://www.trendforce.comContract Prices Have Started to Drop in PC DRAM Market This October and 4GB Modules Are Just Above the US$30 Threshold, Says TrendForcehttps://press.trendforce.com/node/view/3173.htmlContract prices of PC DRAM products have started to turn downward sharply this October as major suppliers have completed most contract negotiations, reports DRAMeXchange, a division of TrendForce. The average price of 4GB PC DRAM modules for 4Q18 contracts has dropped by 10.14% QoQ from US$34.5 in 3Q18 to the current US$31. As for the average contract price of 8GB PC DRAM modules, it has dropped by 10.29% QoQ from US$68 in 3Q18 to the current US$61. Since the DRAM market has just entered oversupply, DRAMeXchange does not discount the possibility of further price declines in November and December. Also, the price decline of 8GB solutions will continue to surpass that of 4GB solutions because DRAM suppliers are now eager to sell off their inventory.SemiconductorsMon, 05 Nov 2018 06:18:00 +00003173 at http://www.trendforce.com