It has really been a tumultuous year for semiconductors, which has held up very well, despite the memory market turmoils, so far. Just a day ago, Future Horizons reported on the June sales for semiconductors. According to Malcolm Penn, chairman and CEO, June’s WSTS results brought both good and bad news! The good news beingContinue reading “Semicon to grow 4-8pc in 2008; ASPs trending up”
Category Archives: NAND
NAND update: Market likely to recover in H2-09
iSuppli’s recently published a report on the current NAND market conditions, which highlighted that Micron had managed to buck the weak NAND market conditions, and was actually closing the gap with Hynix in Q2 2008. To find out more about the global NAND Flash market scenario, I managed to discuss the health of the NANDContinue reading “NAND update: Market likely to recover in H2-09”
Can Apple lead rebound in NAND fortunes?
There is an interesting piece of news on Digitimes, Taiwan, which says that Samsung has recently told its downstream customers that it will start reducing supply of NAND flash chips from July as Apple, Samsung’s key customer, has placed a large batch of orders. Will this move do anything to the NAND flash market? InContinue reading “Can Apple lead rebound in NAND fortunes?”
Semicon is no longer business as usual!
The Global Semiconductor Monthly Report June 2008 from Future Horizons, states: Let the market beware; it is no longer business as usual! I would completely agree! For instance, the industry has since long moved to fabless, and now, fabless firms are ranking among the very best. Or, even from 130nm to 22nm process nodes, orContinue reading “Semicon is no longer business as usual!”
NAND Q108 sales falls 15.8 percent
There’s a nice report today by DRAMeXchange on the state of the NAND Flash market. It is reproduced here. Impacted by effect of the US sub-prime mortgage loan and a slow season, oversupply of NAND Flash worsened in 1Q08. NAND Flash ASP fell about 35 percent compared to 4Q07. Although the overall bit shipment grewContinue reading “NAND Q108 sales falls 15.8 percent”
Top 10 global semiconductor trends for 2008
It is really difficult to stick your neck out and predict. That’s what makes the analyst’s jobs so difficult. Things happen and pass you by so quickly. For instance, as an example, who would have thought that Samsung would face a substantial blackout that would halt six chip production lines in a complex operated byContinue reading “Top 10 global semiconductor trends for 2008”
Pradeep's Point! 