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How can storage module manufacturers seize the opportunity of the 3.0 era?
2021-12-07
With the rapid development of technologies such as the Internet of Things, cloud computing, and 5G, the market has increasingly higher demand for the storage market. However, due to the high technical threshold, large investment scale, long construction period, and concentration of resources in the storage industry, there is still a gap between my country's storage industry and foreign countri...
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Memory chip "turning point" has come: Q4 memory prices fell, and it is expected to balance in the second half of next year
2021-12-01
Since the second half of this year, the prosperity of the memory chip market has faced divergence. In August, many institutions gave early warnings on the price trend of memory DRAM. From the perspective of the third quarter, memory prices are still on the rise, but the supply-demand relationship reversed in the fourth quarter. Some people in the upstream industry chain told the 21st Century Busin...
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DRAM output value will reach 91.5 billion US dollars in 2022, and price declines may be reversed from the second half of the year
2021-11-11
Research shows that the DRAM supply bit growth rate in 2022 is about 18.6%. However, due to the high level of buyer inventory and the demand bit growth rate of only 17.1% in 2022, the DRAM industry will shift from short supply to oversupply next year.Research shows that the DRAM supply bit growth rate in 2022 is about 18.6%. However, due to the high level of buyer inventory and the demand bit grow...
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SAMSUNG: Q3 DRAM bit shipments hit a new high, and demand for smart phones is expected to be blocked in Q4
2021-11-03
SAMSUNG announced its financial results for the third quarter ended September 30. Comprehensive revenue reached 73.98 trillion won (63.98 billion U.S. dollars), an increase of 10% year-on-year and 16.2% month-on-month; operating profit reached 15.82 trillion won (13.493 billion U.S. dollars). The month-on-month growth was 26% and the year-on-year growth was 28%; net profit reached 12.29 trillion w...
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Sources say that dedicated DRAM and NOR flash memory chips will still be in short supply next year
2021-10-26
According to the Taiwan Electronic Times, industry sources said that due to supply constraints, the supply of dedicated DRAM and NOR flash memory chips will continue to be in short supply in 2022. Samsung and SK Hynix have drastically cut their DRAM production due to their exit from the low-density field. Average DRAM prices may start to rebound from the second half of 2022.Elite Semiconductor Mem...
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How does the LCD TV distinguish whether it uses a light guide plate or a tv diffuser sheet?
2021-10-22
Panel light tv diffuser sheet refers to the scattering phenomenon caused by light passing through other media in the process of advancing. As long as it is two different media, the light from A to B will cause the light to penetrate or reflect due to the hindrance of the refractive index or interference material. Or absorption, the penetrating part will cause dispersion and so-called light diffusi...
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Market observations that demand growth in 2022 will be less than supply, and the DRAM industry will enter a cycle of price declines
2021-10-12
As buyers’ DRAM purchase momentum converges, coupled with the leading decline in spot prices, the contract price in the fourth quarter has a high chance of reversing. It is estimated that it will fall by 3 to 8%, ending the three-quarter increase cycle. In the psychological game between buyers and sellers, the follow-up supplier's expansion strategy, according to the current progress, the expa...
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Quotations of NAND Flash fell in the fourth quarter, and the overall contract price fell by 0~5%
2021-09-29
According to the consulting survey, as the shipment performance of consumer products such as smartphones, Chromebooks and TVs in the second half of this year was not as good as expected, the demand for retail memory cards, USB flash drives and other products continued to be sluggish, and only data center and enterprise customers have strong demand support . On the whole, the inventory level on the...
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Display driver chip supply shortage may extend to 2022
2021-09-14
The report pointed out that in the second half of 2021, the supply of large-size display driver chips is expected to ease compared with the first half. There is still a risk of tension or shortage in 2022. For 12-inch wafers, LCD driver chip supply tends to be balanced or loose. However, the supply of AMOLED driver chips will be more challenging.Supply and demand outlook of display driver chips fo...
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August core information summary: price increases continue, but the market appears
2021-09-08
In August, a number of important production areas in the IC industry proliferated, causing many original factories to stop production, causing downstream supplies to be tight. The foundry has launched a new round of price increases, which is also pushing up the market. At the same time, there were multiple "noises" in the market in August, which may indicate a reversal of the market. It ...
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