Top NAND suppliers of the world: DRAMeXchange


DRAMeXchange has recently released its rankings for the top NAND suppliers of the world. I am producing bits of that report here, for the benefit of those interested in NAND and the memory market. Be aware, that this segment has been hit particularly bad. We have heard of Qimonda’s problems, as well as Spansion’s. TheyContinue reading “Top NAND suppliers of the world: DRAMeXchange”

On possible Samsung-SanDisk deal; AMD’s fab-lite path


Last week, the global semiconductor industry has been hearing and reading about two big speculative stories: a) A possible acquisition of SanDisk by Samsung, and b) A possible chance of AMD taking the fab-lite route. First on Samsung’s buyout (possible) of SanDisk! There have been rumors of a possibility of Samsung acquiring SanDisk. While itContinue reading “On possible Samsung-SanDisk deal; AMD’s fab-lite path”

90pc fab investments for 300mm capacity: SEMI


Recently, SEMI (Semiconductor Equipment and Materials International) released its World Fab Forecast report. This report mentions that projected decline in world semiconductor fab equipment spending of 20 percent is likely for 2008. However, a rebound of over 20 percent in spending is expected in 2009, driven by over 70 fab projects. The August 2008 editionContinue reading “90pc fab investments for 300mm capacity: SEMI”

Top 20 global semicon companies — DRAM, Flash suppliers drop out


IC Insights recently published the May update to The McClean Report, featuring the Top 20 global semiconductor companies. Not surprisingly, there have been some significant movers and shakers. The most telling — quite a few of the major DRAM and Flash suppliers have dropped out of the Top 20 list! First the movers! Fabless supplierContinue reading “Top 20 global semicon companies — DRAM, Flash suppliers drop out”

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 semicon firms of 2007 by revenue


According to Gartner, the top 10 semiconductor firms for 2007 by revenue are: Intel, Samsung Electronics, Toshiba, Texas Instruments, STMicroelectronics, Infineon Technologies (including Qimonda), Hynix Semiconductor, Renesas Technology, NXP Semiconductors, and NEC Electronics. Worldwide semiconductor revenue totaled $270.3 billion in 2007, a 2.9 percent increase from 2006, according to preliminary results from Gartner Inc. VendorContinue reading “Top 10 semicon firms of 2007 by revenue”

Major shakeups in top 10 semiconductor supplier rankings


According to the latest report from IC Insights, there have been major shakeups in the global top 10 rankings among suppliers of semiconductors. Here’s what IC Insights has to say regarding some of the changes that took place in 3Q07: * Toshiba rode the coat-tails of a 46 percent 3Q07/2Q07 NAND flash memory market surgeContinue reading “Major shakeups in top 10 semiconductor supplier rankings”

Shifts in top 20 global semicon rankings


If the recent preliminary results released by IC Insights is anything to go by, there have been some movements among the top 20 semiconductor companies of the world during H1-2007. This is best illustrated by the table below. While the top three — Intel, Samsung and TI, retain their positions, ST and Toshiba have exchangedContinue reading “Shifts in top 20 global semicon rankings”