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Global semiconductor revenue dips as the chip industry wrestles with myriad challengesJuly 31, 2019Battling economic headwinds and debilitated markets, the semiconductor industry saw revenue worldwide decline by the double digits percentage-wise in the first quarter of 2019, with the outlook for the rest of the year looking equally discouraging.
The importance of embedded security grows in connected microcontrollersJanuary 18, 2019The year of 2018 has been one of the worst to date in terms of both number of security breaches and the number of records that have been exposed.
A Year of Transformation: What to expect from CES 2018January 07, 2018Happy and Prosperous New Year 2018! As we set into the New Year, and on the onset of CES 2018 where companies showcase their capabilities and plans for coming year, its time to set our eyes on the things we might or even want to expect in the year 2018. There are a few trends that we can expect to see across a wide range of technology segments emerging in 2018, however these will also create challenges and questions for the industry in the year ahead.
Western Digital (WD) announces its plans for next-generation high-capacity hard-disk drives (HDDs)October 25, 2017The HDD market has not been in the spotlight in the last couple of years, or for that matter, even created a positive buzz in the media. On the other hand, the solid-state drive (SSD) market is growing; thus, cannibalizing HDD shipments and has been taking all the headlines with new advancements in technology. All the while, the HDD market has not seen a major technology advancement since helium (He)-filled HDDs were introduced in 2013. WD is changing that, and on 11 October 2017, WD held an event called, “Innovating to Fuel the Next Decade of Big Data” at its new headquarters in San Jose, California. During the event, WD announced a major HDD technology advancement, microwave-assisted magnetic recording (MAMR).Subscribers Only
Toshiba memory update - One step closer to resolutionOctober 05, 2017In September 2017, after evaluating several competing bids, Toshiba announced that it agreed to sell all shares of its wholly owned subsidiary, Toshiba Memory Corporation (TMC), to a consortium led by Bain Capital...Subscribers Only
SSD shipments flat again in Q2 2017September 21, 2017In Q2 2017, the SSD market (including cache SSD) had 40.7 million units in shipments, resulting in flat quarter-over-quarter (QoQ) growth, but still a healthy 21.0% increase year-over-year (YoY). Revenues for Q2 2017 reached...Subscribers Only
The evolving Graphics DRAM landscapeSeptember 19, 2017The year 2017 will be remembered as a year of widespread change in the Graphics DRAM landscape. Not only are new technologies coming of age this year, but new applications that leverage graphics unique strengths are also...Subscribers Only
NAND Q2 2017 market updateAugust 31, 2017NAND market revenue grew for the fifth consecutive quarter, reaching $12.5 billion in the second quarter of 2017 (Q2 2017), far exceeding the previous record high revenue mark from last quarter. Record industry revenue was...Subscribers Only
CES 2016: Does your state support innovation?January 19, 2016The Consumer Technology Association (CTA), continues to advance its agenda to support growth and development in the technology sector. To this end, a billboard positioned in one of the main lobbies was eye catching. It announced the creation of a “State Innovation Scorecard.”
Power, revenue and profitability drive groundswell of consolidation in semiconductor industryJuly 10, 2015Analysis and insight into key consolidation trends in the semiconductor industry. Details on consolidation by market, types of M&A, business sale, spinoffs & joint ventures and business exits. Perspectives on the size of deals over time. Analysis of profitability as a driver for consolidation.Subscribers Only
DRAM Stockpiles Not Expected to Rise This Year—An Industry PositiveJanuary 31, 2014In a rousing sign of the market’s continuing health, inventories of dynamic random access memory (DRAM) won’t see an uptick anytime soon in 2014. The index measuring total weeks of DRAM inventory continues to decline after contracting throughout 2013, a process that first began in the fourth quarter of 2012. After slipping 8 percent in the first quarter last year from the earlier three-month period, the index plunged 29 percent in the second quarter and then slipped another 3 percent in the third, the latest date for which full figures are available.
Micron Revenue Climbs in its Fiscal Fourth Thanks to DRAM—But Not So Much from NANDNovember 20, 2013Micron Technology is enjoying continuing positive momentum for its dynamic random access memory (DRAM) line even as the company’s NAND flash portfolio slows down, based on final-quarter revenue results...
3-D is Key to Next-Generation NAND FlashOctober 02, 2013Three-dimensional technologies will smooth the way for the next frontier in flash memory as production of 3-D NAND accelerates much more quickly than initially anticipated...
Mobile DRAM Posts Improved Revenue in Q2 from Dismal First QuarterSeptember 20, 2013The market for mobile dynamic random access memory (DRAM) grew in the second quarter in light of anticipated demand for the upcoming hot selling season, but mobile DRAM’s share of the overall DRAM...
NAND Flash Memory Encounters Surprise Shortage in Q1Rising demand for the memory in smartphones and tablets is the key factor—along with ChinaJuly 30, 2013
A surge in demand for low-end smartphones in China caught memory suppliers by surprise and pushed the NAND flash market to growth—and shortages—during the first quarter this year. Shipments of NAND flash memory from January to March amounted to 8.7 billion units in 1-gigabyte-equivalent pieces. The latest total is up from 8.2 billion units in the fourth quarter last year and also represents the highest figure of the last five quarters, but a run in supply ensued nonetheless.
SSD Market Scores Big in Q1, Especially in Ultrabooks and PC TabletsSolid-state drives flourish in virtually all their application markets; HDDs present mixed resultsJuly 29, 2013
Solid-state drives (SSD) got a huge push in the first quarter from greatly expanded usage in ultrathin/Ultrabook PCs as well as in PC tablets, where shipment volume to those sectors tripled within a year’s time in a mighty display of growth. SSD shipments to ultrathins and Ultrabook PCs reached 5.9 million units from January to March this year, up more than threefold from 1.9 million units during the same three-month period in the first quarter of 2012. SSDs also made a sizable splash in the PC tablet sector, where shipments hit 1.6 million units, likewise surging by a factor of three from just 542,000 units.
DRAM Market in Q1 Sustains Gains Made Late Last YearCommodity prices rise, and market remains slightly undersuppliedJuly 17, 2013
The market for dynamic random access memory (DRAM) continued its implausible rally in the first quarter, buoyed by rising commodity prices and a slight undersupply that would have been unthinkable just a year ago. Global DRAM shipments from January to March this year amounted to 8.29 billion units as measured in 1-gigabit-equivalent pieces, up a small 2 percent from 8.10 million units in the fourth quarter of 2012. The minor uptick contrasts with the mighty 13 percent expansion posted in the previous quarter, but the relatively small gain in shipments during the period proved welcome nonetheless for the industry.
Evolving Ultrabooks to Help Counter PC Struggles in Driving Growth of Solid-State DrivesLong-term SSD prospects remain undimmed; innovation also needed for market to strengthen in the short termJuly 16, 2013
Despite the generally weak state of the PC industry, ultrathins will still form the main market for solid-state drives (SSD), in a business that retains significant long-term upside. Shipments in 2013 of SSDs will reach a projected 64.6 million units, up a notable 87 percent from 2012. SSD growth ahead will also be substantial, exceeding 30 percent each year for the next three years, before moderating to the high teens in 2017. By 2017, SSD shipments will amount to some 224.1 million units.
Beset by Ails, Mobile DRAM Underperforms in Q1Samsung remains leader but loses market shareJuly 04, 2013
Laboring under the combined weight of a seasonal slump and sharply lower average selling prices, the market for mobile dynamic random access memory (DRAM) posted lackluster results in the first quarter. Mobile DRAM industry revenue fell to $2.2 billion, down from $2.6 billion in the fourth quarter of 2012, and its share of the total DRAM market shrank. Mobile DRAM, used for mobile devices like smartphones and tablets, lost out to the normally staid segment of PC commodity DRAM, riding high at present because of elevated prices.
Thinner Hard Disk Drives with Rapidly Growing Shipments to Present New OpportunitiesNew 5.0- and 7.0-mm. HDDs could make inroads into tablets and ultrathins now home to rival SSDsJuly 03, 2013
Newly released thinner hard disk drives (HDD) sized 5.0 and 7.0 millimeters have the potential to gain back some HDD market share lost to solid-state drives (SSD), especially if the new hard drives find their way into future ultrathin PCs and PC tablets. Lighter in weight and thinner in breadth, the 5.0- and 7.0-mm models will form a new class of ultraslim HDDs that are forecast to eventually displace the much thicker 9.5-mm drives that currently rule the industry. The combined shipments of 5.0- and 7.0-mm HDDs will reach 133 million units by 2017, up from just 5 million last year. Meanwhile, shipments of 9.5-mm HDDs will deteriorate over time, to 79 million in 2017, down from 245 million units in 2012.