Click the “Public Account” above to subscribe! Samsung has finally emerged from the explosion scandal, driven by rising prices of DRAM and NAND, pushing Intel off its semiconductor throne after 14 years. The glory is indeed unparalleled. Although the market is expected to correct in the second half of the year, overall DRAM is still … Read more
As COVID-19 rapidly spreads globally, countries and regions have implemented “lockdowns” or “stay-at-home” policies to control the pandemic, leading to a suppression of global consumer willingness. Therefore, some analysts believe that the price of NAND Flash will sharply decline in the second half of this year due to the impact of the “coronavirus”. In response, … Read more
Recently, Samsung Electronics announced the production launch of the first phase of its Xi’an Phase II factory, and the full-scale construction of Phase II has begun, seemingly marking the start of a new round of production expansion competition.It is reported that SK Hynix also plans to increase its NAND Flash and DRAM production capacity. According … Read more
The focus on semiconductors is rising again! On November 3, the semiconductor sector strengthened once more, with the Wind Semiconductor Index rising by 2.96%. Among individual stocks, Yongxi Electronics hit the daily limit of 20%, Huahai Chengke, Changguang Huaxin, and Guoxin Technology rose over 10%, while Kangqiang Electronics, Jinhaitong, and Sida Banfeng also hit the … Read more
【Hot Topics】1. Trump’s tariffs may extend to NAND Flash2. Micron restructures its business units based on market segmentation3. Cambricon: Significant revenue growth in Q1 2025, achieving profitability for two consecutive quarters4. South Korea’s exports to the U.S. drop 14.3% in the first 20 days of April5. ASML: Expects stronger-than-expected performance in the Chinese market, no … Read more
According to media reports, Samsung Electronics has completed the expansion of its Xi’an Phase II factory, which is expected to fully commence operations across all production lines by mid-year. It is reported that the monthly production capacity of Samsung’s Xi’an Phase II factory is approximately 130,000 wafers, combined with the first phase’s monthly capacity of … Read more
From the small-scale power cycling and reset during controller debugging to the large-scale unforeseen shutdowns of power networks, every situation constantly tests the reliability of devices. High-end and complex control systems particularly highlight engineers’ attention to detail in their response mechanisms and protective measures against sudden power loss. NAND Flash/eMMC (NAND Flash with a Flash … Read more
According to reports from Electronic Enthusiasts (by Zhou Kaiyang), as SSDs enter the PCIe 4.0 era, their read speeds have exceeded 7GB/s.Many users prioritize speed when purchasing SSDs, understanding that larger capacities generally lead to faster speeds, and they often choose chips like MLC. However, the SSD controller chip is equally important.If we compare an … Read more
This article is brought to you by Semiconductor Industry Insights (ID: ICVIEWS). Spot prices have already begun to recover. According to TrendForce, NAND Flash suppliers are expected to increase production cuts in Q4 to accelerate inventory reduction. It is estimated that the average price of NAND Flash in Q4 may stabilize or slightly increase, with … Read more
▲ Click on “Global Semiconductor Observation” above to follow our public account Part 1 DRAM Spot Prices Remain Flat This week, the DRAM spot market is quiet. Even though the official prices from manufacturers have seen slight increases, they have not stimulated market purchasing momentum, primarily due to poor end-user demand. Most factories are consuming … Read more