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Memory price boom to benefit Korean manufacturers 5/4/2017
'DDR4 4Gb 512Mx8 2133MHz' jumped more than 12 percent to US$3.09 as of April 28 from $2.75 on March 31, according to DRAMeXchange.
Auto sales retreated in April 5/4/2017
Detroit's "Big Three" — General Motors, Ford and Fiat Chrysler — saw sales declines of 5.8 percent, 7.2 percent and 7 percent, respectively, compared to the same month in 2016.
PMI indicates manufacturing growth 5/4/2017
average PMI for January through April (56.4 percent) corresponds to a 4.1 percent increase in real gross domestic product (GDP) on an annualized basis. In addition, if the PMI for April (54.8 percent) is annualized, it corresponds to a 3.6 percent increase in real GDP annually.”
Western Digital posted gain every quarter since SanDisk acquisition 5/3/2017
The company reported a 65 percent increase in sales in the first quarter on surging demand for flash memory, a more modern type of storage technology for phones and computers that came with the SanDisk deal.
Semiconductor sales rose 18% 5/3/2017
Three-month moving average of sales increasing more than 18 percent year-over-year for the first time since October 2010, according to the Semiconductor Industry Association (SIA) trade group.
Samsung to take the crown from Intel this quarter 5/3/2017
Thanks to surging memory chip prices, Samsung Electronics Co. Ltd. could knock Intel Corp. from its familiar perch atop the chip vendor sales leaders as soon as this quarter.
Foxconn to plan major investment in the U.S. 5/3/2017
Foxconn, the world's largest contract electronics manufacturer and a major Apple Inc (AAPL.O) supplier, is planning a "capital-intensive" investment in the United States, Chairman Terry Gou said as he exited the White House on Friday.
PTI wants to be the largest backend house in Japan also 5/2/2017
Powertech Technology (PTI) will strive to become Japan's largest backend house following its acquisition of Micron Akita and a majority stake in Tera Probe, according to DK Tsai, chairman and CEO for the Taiwan-based company.
ST Micro's CEO to remain for another year 5/2/2017
“I have accepted the proposal to extend my role as president and CEO for one more year and I am fully committed to driving this company forward, with the support of my deputy CEO, Jean-Marc Chery, and a strong executive team,”
Apple challenge Qualcomm in witholding royalty payments 5/2/2017
Apple sued Qualcomm in January, saying that the royalties were excessive, and will now be withholding payments until the legal battle is resolved.
DRAM market to be tight throughout this year 5/1/2017
DRAMeXchange maintains the view that DRAM prices will generally stay on an uptrend during the entire 2017. This is mainly attributed to tight supply resulting from the lack of major fab expansion plans and yield issues with leading-edge processes.
WD offers 12TB gas filled HDD 5/1/2017
The benefit of using helium is that it is much less dense than air, which in turn enables the use of thinner disks while still maintaining a stable recording interface.
Macronix profit sank on strong Taiwan dollar 5/1/2017
The volatility in foreign exchange rates reduced the company¡¯s pre-tax profit by NT$400 million.
Micron named new CEO 4/28/2017
Micron Technology, Inc. named former SanDisk CEO and co-inventor of NAND flash Sanjay Mehrotra as its president and chief executive officer, effective May 8. He succeeds Mark Durcan.
Semiconductors is now a $352 billion business 4/28/2017
DRAMs, NAND flash memory devices and processors account for a majority of chip sales, providing steady or rising revenue for top players.
NAND and DRAM shortages to hamper demand in the server and PC market 4/28/2017
Our desire to maintain lower inventories going into the summer months and some conservatism due to the potential impact of component shortages in DRAM and NAND on various aspects of our customers' businesses in the server, CSP and client space.
Will be a tight supply of waffers 4/28/2017
GlobalWafers anticipated that wafer prices will see larger growth in the second half of 2017 than in the first half, as the ongoing shortage will become more acute in the second half of the year.
Micron brags about its integrated global memory operations 4/27/2017
Micron has four manufacturing sites worldwide, while setting up backend facilities in Xian (China), Taiwan and Singapore, said Allan. The backend site in Taiwan is dedicated to providing wafer-level packaging services for DRAM memory, while that in Singapore is engaged in the backend services of NAND flash memory.
Samsung offers foundary with 28nm embedded MRAM 4/27/2017
Samsung’s MRAM is said to be 1000 times faster than NAND with unlimited endurace and will be offered with Samsung’s 28nm FD-SOI process.
Trump picks Canada on trade topics 4/27/2017
Before sunrise Tuesday in Washington, Trump went on Twitter to declare: "Canada has made business for our dairy farmers in Wisconsin and other border states very difficult. We will not stand for this.
U.S. consumer confidence down from record December 4/27/2017
"Despite April's decline, consumers remain confident that the economy will continue to expand in the months ahead,"
3D NAND has reached 50% flash supply benchmark 4/26/2017
3D NAND now makes up more than half of Samsung's and Micron's respective NAND Flash bit outputs. SK Hynix is also preparing to launch 72-layer NAND chips.
AMD demos GPU for 8K graphics 4/26/2017
The Vega GPU handling 8K video processing in Adobe Premiere Pro CC 2017. The other focuses on 4K post-processing with Radeon ProRender, which renders high-end graphics.
Tsinghua Unigroup wants to be top 5 within 10 years 4/26/2017
Tsinghua Unigroup is focusing on advanced 3D NAND flash memory, used in a wide range of electronics such as smartphones, and chips for mobile and other connected devices.
SK Hynix posted record quarterly profit 4/26/2017
Operating profit was 2.47 trillion won ($2.2 billion) in the three months ended March. That compares with the 2.25 trillion-won average of estimates compiled by Bloomberg. Sales were 6.29 trillion won, topping projections for 5.98 trillion won.
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