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DRAM Module Market TrackerJuly 22, 2020DRAM modules, reliant on PCs, have stalled in their growth as PC sales have slowed to a crawl.Subscribers Only
DRAM Market TrackerJuly 13, 2020DRAM is one of the semiconductor industry’s largest and most volatile sectors. The key to deciphering the DRAM market is understanding current DRAM supply and demand and where it is headed.Subscribers Only
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.
Global Memory Market to Suffer if North Korea Attacked the SouthSmartphones and PCs would be severely impacted; entire electronics chain would convulseApril 30, 2013
A worst-case scenario in which North Korea attacks its neighbor to the south and engulfs the region in war would inflict devastating damage to the global electronics supply chain, ravaging top memory producers Samsung Electronics and SK Hynix while crippling devices like smartphones and PCs. Fully 66 percent of industry revenue for the dynamic random access memory (DRAM) market, as well as 48 percent of total NAND flash revenue, belonged in 2012 to just the two South Korean memory titans.
Hard Drive Shipments Rebound to Record Level in 2012September 27, 2012A year after the Thailand flooding disaster partially derailed production, the global hard disk drive (HDD) industry has fully recovered, with shipments to the computer market expected to hit a record level this year, driven by the enterprise market as well as the arrival of the Windows 8 operating system.
HDD shipments in 2012 for the overall computer market, including PCs, are forecast to reach 524.0 million units, up 4.3 percent from 502.5 million units last year, according to an IHS iSuppli Storage Space Market Brief from information and analytics provider IHS (NYSE: IHS).
Thailand Flooding Helps Seagate Move into First Place in Hard Drive Market in Fourth QuarterFebruary 29, 2012Seagate Technology LLC recaptured the lead in hard disk drive (HDD) shipments during the fourth quarter of 2011, ousting Western Digital Corp., which suffered heavy losses in the devastating Thailand floods last year.
In the final quarter of 2011, Seagate shipped 46.9 million HDD units worldwide, compared to 28.5 million for archrival Western Digital, according to an IHS iSuppli Storage Space Market Brief from information and analytics provider IHS (NYSE: IHS).
Seagate Nabs Top Spot Again in Hard Disk Drive Shipments for Q4Unscathed by Thailand ﬂoods, Seagate overtakes former leader Western DigitalFebruary 27, 2012Seagate Technology recaptured the lead in hard disk drive (HDD) shipments during the fourth quarter of 2011, ousting Western Digital Corp. after seven quarters at the top, following heavy losses by the former market leader in the devastating Thailand ﬂoods last year, according to an IHS iSuppli Storage Space brief from information and analysis provider IHS.