<span style='color:red'>DRAM</span> Growth Projected to be Highest Since '94
  The booming market for DRAM chips has showed no signs of softening in the fourth quarter and is on pace to grow by a whopping 74 percent this year, the highest rate of expansion in 23 years, according to IC Insights.  Though the outlook for the immediate future appears strong, a downturn in DRAM more than likely looms in the not-too-distant future as the supply and demand pendulum swings the other way, the firm warned.  Fueled by continuing price increases amid a shortage in the market that has persisted all year, DRAM sales are projected to grow by 65 percent year-over-year in the fourth quarter to reach an all-time high of $21.1 billion, according to IC Insights. DRAM sales have established a new all-time high in each quarter of 2017.  IC Insights said the booming demand this year has resulted from the combination of a constrained supply of DRAM due to a lack of fab expansion and yield difficulties at sub-20nm process nodes, combined with high demand for high-performance DRAM from gaming systems and data center-based server applications and increased average content for mobile DRAM used in smartphones.  This year will mark the fourth time since 1993 that DRAM sales have grown by more than 50 percent in a year. Between 1993 and this year, the market has grown by an average of 13 percent per year, according to IC Insights.  The history of DRAM has been a continual boom and bust cycle. IC Insights said the DRAM market will likely experience a decline — possibly a large decline — in the near future as DRAM makers expand capacity and increase output over the next two years.
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Release time:2017-12-21 00:00 reading:1298 Continue reading>>
South Korea Takes Bigger Slice of Mobile <span style='color:red'>DRAM</span> Market
  Mobile DRAM sales grew by more than 4 percent sequentially in the third quarter, with South Korea's memory chip giants taking a bigger slice of the pie, according to memory price tracking firm DRAMeXchange.  While the gradual recovery of the smartphone market and the arrival of the year-end holiday cycle boosted the market for mobile DRAM chips in the third quarter, the average selling price of devices increased by less than 5 percent during the quarter, according to DRAMeXchange. The firm expects mobile DRAM sales growth to increase in the fourth quarter.  South Korea's Samsung Electronics and SK Hynix continued to dominate the market, holding a combined 85.6 percent of the mobile DRAM market in the third quarter, up more than 2 percent compared with the second quarter, DRAMeXchange said.  Meanwhile, U.S.-based Micron Technology saw its market share decline by about 2.5 percent quarter-over-quarter as its mobile DRAM sales slipped by 13 percent, according to DRAMeXchange, which cited the effects of a gas pollution accident at Micron's Fab 2 in Taiwan. But DRAMeXchange said it expects Micron's share decline to reverse in the fourth quarter with Micron hiking mobile DRAM prices more aggressively than both Samsung and Hynix.  Hynix's mobile DRAM sales grew by some 30 percent between the second and third quarter, the highest among the top three suppliers, DRAMeXchange said. The sales growth — which lifted Hynix's market share to 27.2 percent from 21.7 — was brought about by price increases, which should continue to benefit Hynix in the fourth quarter, according to DRAMeXchange. However, Hynix's fourth quarter mobile DRAM growth rate may be dampened by a serious shortage of high-density eMCP, the firm said.  Market leader Samsung's mobile DRAM sales actually declined by 1 percent quarter-over-quarter, pulling its market share down to 58.3 percent from 61.5 percent, DRAMeXchange said.
Release time:2017-11-29 00:00 reading:1074 Continue reading>>
<span style='color:red'>DRAM</span> Price Increases Expected to Persist in Q4
  DRAM revenue climbed to a historic high of $19.2 billion in the third quarter as contract prices for DRAM chips rose by about 5 percent on average amid a memory chip capacity crunch, according to market research firm DRAMeXchange.  DRAM sales increased by 16 percent in the third quarter compared to the second quarter as the electronics industry geared up for the holiday season, DRAMeXchange (Taipei) said.  Avril Wu, a research director at DRAMeXchange, said she expects DRAM prices will increase about 10 percent in the fourth quarter. She attributed the price increase largely to influence of the booming mobile DRAM market.  "Depending on the capacity specifications, prices of mobile DRAM products could go up by 10 percent to 20 percent in the fourth quarter compared with the third," Wu said in a press statement. "As for the server DRAM market, strong demand during the fourth quarter also will push up contract prices of memory modules by 6 percent to 10 percent from the previous three-month period.”  A shortage of DRAM capacity combined with its inclusion in more types of products is helping make 2017 one of the best years ever for DRAM sales growth. Market research firm IC Insights recently forecast that DRAM sales will increase by 74 percent this year, helping to propel the broader chip market to 22 percent growth.  South Korean memory chip giants Samsung and sk Hynix held nearly three-quarters of the DRAM market in the third quarter, while U.S.-based Micron Technology held about 13 percent, according to DRAMeXchange. The firm said it expects rising prices to help Micron narrow the market share gap in the fourth quarter.
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Release time:2017-11-15 00:00 reading:1440 Continue reading>>
Higher <span style='color:red'>DRAM</span> Bit Growth Seen For 2018
  Tight DRAM supply conditions that have persisted all year long — resulting in a significant boom for suppliers — may come to an end in 2018, as Samsung Electronics ratchets up capacity to extend its lead over competitors and freeze new entrants from China out of the market, according to one market research firm.  DRAMexchange, a Taiwan-based firm that tracks memory chip pricing, is projecting that DRAM bit supply will grow by 22.5 percent in 2018, up from about 19.5 percent in 2017. The firm had predicted as recently as September that DRAM bit supply would grow by 19.6 percent next year.  Samsung, which owns about 45 percent market share in DRAM, is considering a plan to allocate some capacity that had been set aside for NAND flash to DRAM at its new facility in Pyeontaek, South Korea, and also adding more DRAM capacity to its Line 17 fab in Hwaseong, South Korea, according to DRAMexchange.  These moves would increase Samsung total DRAM capacity by about 80,000 to 100,000 wafers per month, increasing the company's total supply capacity from about 390,000 wafers per month at the end of this year to nearly 500,000 wafers per month by the end of 2018, DRAMexchange said.  If Samsung increases its capacity this dramatically it would cause competitors SK Hynix and Micron Technology to also boost capacity to maintain marketshare, DRAMexchange said. SK Hynix and Micron have DRAM market share of about 27 percent and 20 percent, respectively.  A booming memory chip market is propelling the overall semiconductor to its biggest year in several years, with growth projected to be about 20 percent, the highest rate of growth for the industry since the recession recovery year of 2010. According to IC Insights, DRAM sales are projected to increase by 74 percent this year.  In addition to pressing its edge against SK Hynix and Micron, a Samsung capacity expansion could keep fledgling Chinese DRAM and NAND manufacturers from grabbing a significant slice of the markets, DRAMexchange said.  Samsung, which this week announced its highest ever quarterly semiconductor sales, said Tuesday (Oct. 31) it would concentrate on cost competitivenesss in DRAM, expanding 1nxm process migration. Samsung added that it would focus on ramping up 10nm-class DRAM products while expanding sales of differentiated products such as High Bandwidth Memory (HBM) and high bandwidth LPDDR4X.
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Release time:2017-11-02 00:00 reading:1383 Continue reading>>
<span style='color:red'>DRAM</span> Capacity Crunch Expected to Persist in 2018
  Tight supply conditions that have characterized the DRAM chip market throughout 2017 are expected to persist for much of 2018, with suppliers planning only limited capacity additions, according to DRAMeXchange, a research firm that tracks memory chip prices.  DRAM manufacturers will increase their output next year mainly by optimizing the process flows of their existing fabs and deploying next-generation manufacturing technologies, DRAMeXchange (Taipei) said.  DRAM suppliers are likely to adjust their product mixes to allocate more production capacity to server DRAM in 2018, DRAMeXchange said. Data center building by technology giants such as Google, Facebook and Amazon, coupled with the market arrival of Intel's Purley platform, are expected to increase demand for servers, according to the firm.  Typical electronics industry seasonal headwinds should ease the strain on the DRAM supply in the first quarter of 2018, but not enough to significantly impact the overall market demand or result in price declines, according to DRAMeXchange.  DRAMeXchange also said that prices for mobile DRAM chips are forecast to rise 10 to 15 percent in the fourth quarter, outgrowing the overall DRAM market, as OEMs ramp up production of smartphones. The expected increase will move mobile DRAM prices past PC DRAM prices for the first time this year, the firm said.  DRAM prices have risen consistently throughout the year amid a shortage and higher demand created by their use in a greater number of products. Market research firm IC Insights said in August that it expects DRAM revenue to grow by 55 percent this year, while Gartner last week forecast that the overall memory chip segment would be up 57 percent this year.
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Release time:2017-10-16 00:00 reading:1359 Continue reading>>
<span style='color:red'>DRAM</span> Supply Improves Amid Record Sales
  Global DRAM sales set an all-time record of more than $16.5 billion in the second quarter even as the DRAM shortage that has gripped the electronics supply chain slackened somewhat, according to a market watcher.  DRAMeXchange, which tracks memory chip prices, said the DRAM shortage was not as severe in the second quarter as it was in the first quarter. Downstream OEM customers were able to gradually extend their DRAM inventories, according to the firm.  Still, DRAM revenue grew by nearly 17 percent and average selling prices (ASPs) for PC and server DRAM each increased by more than 10 percent sequentially during the second quarter. The ASP of mobile DRAM products increased by less than 5 percent, largely because many Chinese smartphone brands lowered their annual shipment targets, according to DRAMeXchange.  "The DRAM market benefitted from the upswing in ASPs and continuing progress in suppliers' technology migrations," said Avril Wu, research manager of DRAMeXchange, in a press statement. “At the same time, suppliers do not appear to have plans to expand their production capacities in a significant scale between now and the end of the year."  The global DRAM market is enjoying a watershed year thanks to increased demand across a broader range of applications coupled with tight supply. Market research firm IC Insights Inc. projects that DRAM sales will increase by an eye-popping 55 percent this year, driving the overall semiconductor market to growth of 16 percent.  New releases of flagship smartphones from top-tier brands, including the next Apple iPhone, are expected to trigger another wave of mobile demand in the third quarter, according to DRAMeXchange. The firm expects DRAM prices in general to remain on an upward trajectory for the remainder of the year.
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Release time:2017-08-21 00:00 reading:1329 Continue reading>>
Server <span style='color:red'>DRAM</span> Supply Expected to Remain Tight
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Release time:2017-08-15 00:00 reading:1270 Continue reading>>
Micron Fab Incident Disrupts <span style='color:red'>DRAM</span> Supply
  Suspension of production at a Taiwanese DRAM fab owned by Micron Technology will further disrupt an already tight global DRAM supply situation and lead to price increases, according to a market watcher.  Micron (Boise, Idaho) suspended operation of Micron Technology Taiwan's Fab 2 in Taiwan's Taoyuan City July 1 due to a malfunctioning nitrogen gas dispensing system, which led to the contamination of wafers and equipment. DRAMeXchange, a market research firm which tracks memory pricing, said it estimates that Inotera suffered a production capacity loss of about 60,000 wafer starts per month.  DRAMeXchange estimates that the disruption will cut about 5.5 percent of the world's global DRAM capacity in July.  Micron Technology Taiwan was formerly known as Inotera Memories Inc. Micron acquired the outstanding stake of Inotera for $3.2 billion last year.  A spokesman for Micron said in an email exchange that operations at the Taoyuan site recovered quickly after the July 1 incident and that the company does not expect it to cause material impact on its business.  "Micron will continue to monitor the situation and provide updates to our customers and suppliers as needed," the spokesman said.  But DRAMeXchange said "the cleaning and the restoration of production capacity will be a time-consuming challenge." The firm said the temporary shutdown of the fab could have an impact on shipments of the forthcoming iPhone device.  "Both DRAM buyers and suppliers are still weighing the extent of damages caused by the contamination event at Fab-2," DRAMeChange said. "The negotiation pertaining to the third-quarter contracts are likely to be affected by some uncertainty over whether the facility can quickly resume operation."  The market research firm also said some suppliers are already hinting that DRAM price hikes  are on the horizon. "While the event’s long-term effect on DRAM market remains to be seen, DRAMeXchange expects tighter squeeze on the supply and strengthening of the current price upswing," the firm said.
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Release time:2017-07-06 00:00 reading:1315 Continue reading>>
<span style='color:red'>DRAM</span> Prices Expected to Climb
  The average selling price (ASP) of DRAM chips is projected to increase by 5 percent from the second quarter to the end of the third quarter as tight supply persists, according to market watcher DRAMeXchange.  While demand for DRAM chips, particularly from the smartphone market, has been tepid this year, the pace of technology migration has been slow and contributed to a tightening of supply, according to Avril Wu, research directory of DRAMeXchange, which tracks pricing of memory chips.  "This situation is anticipated to last to 2018 since suppliers will not take on significant additional production capacity in the short term," Wu said in a press statement. "Meanwhile, ASPs of various DRAM products will remain high."  Unlike previous supply and demand cycles in memory chips, DRAM chips are now being used in more and broader applications, said DRAMeXchange. New applications for DRAM such as graphic processing, cloud computing, automotive electronics and hardware acceleration for machine learning have helped to stabilize ASPs for DRAM, the firm said.  DRAMeXchange expects shipments of smartphones and PCs to remain relatively light in the third quarter. But DRAM demand stemming from the creation of new data centers and the coming of the holiday season for consumer electronics products will propel the DRAM market and drive up prices, the firm predicted.  In the contract DRAM market, where contracts for third quarter DRAM supply are now being negotiated, prices of server DRAM modules have spiked, DRAMeXchange said. The firm expects ASPs for server DRAM modules to grow an average of 3 to 5 percent in the third quarter.  This year is expected to be the strongest in years for memory chip prices, thanks to tight supply, which is projected to propel the overalll semiconductor industry to grow by a double digit percentage.
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Release time:2017-06-27 00:00 reading:1163 Continue reading>>
Rambus, Microsoft Heat Up With Cold <span style='color:red'>DRAM</span>
  A community of computer scientists striving to respond to soaring system demand for real-time data processing has just received some good news.  Rambus revealed Monday (April 17) that the company, in collaboration with Microsoft researchers, will have an early prototype of cryogenic memory in a month, and a more complete one by the end of the year. The new technologies will be essential to data centers, “currently the fastest growing consumer of memory” in the industry, Craig Hampel, chief scientist at Rambus, told EE Times.  The new memory subsystems will be able to operate below minus?180 °C or minus?292.00 °F or 93.15 kelvin. This will substantially reduce energy consumption and improve the overall performance of a bank of computers deployed in the cloud for massive data processing, he explained.  Rambus and Microsoft struck a deal in late December, 2015 to pool resources and develop memory systems for next-generation quantum computing.  Rambus’ announcement on Monday is the first tangible result of the joint efforts. Such cryogenic techniques mark a significant change in DRAM operating temperatures.  However, during the initial partnership announcement, the two companies did not mention the development of cryogenic DRAM. Instead, they appeared more interested in developing memory systems for next-generation quantum computing. So, how does their latest announcement relate to that?  Hampel explained that this all fits into a greater strategy to advance systems to superconducting computing and ultimately to quantum computing. Rambus explained that by breaking down the cryogenic systems’ long-term goal for quantum computing in bite size, they have applied the new technologies to prototyping DRAM that can operate below 90 kelvin.  The U.S. National Institute of Standards and Technology has chosen to consider the field of cryogenics as that involving temperatures below minus?180 °C or minus?292.00 °F or 93.15 kelvin (K).  Conventional DRAM operates at room temperature – roughly at 350 and 350 K. By cooling down to 90 K, “you bring down the leakage to zero, while achieving higher performance at a much lower temperature,” explained Hampel.  Once you bring the temperature down to 7 K, that’s when you get into the superconducting domain, he added. “It allows all of the interconnect power to become zero.”  To get to quantum computing, however, cryogenic memory must “operate at 20 to 40 millikelvin, which is essentially colder than deep space,” said Hampel.  Thus far, by succeeding in a DRAM prototype that works at colder than 90 K, Rambus is “hopeful,” said Hampel, that this leads to “better DRAM scaling, lowering cost and increasing reliability” in subsystems currently under tremendous thermal stress.  The goal is a cryogenic memory subsystem in the next two to three years, according to Hampel.  To get there, the Rambus-Microsoft partnership is still missing a third leg: DRAM and foundry suppliers. Rambus isn’t announcing that today but will soon need to address it.  In search of new memory architecture  Looking back on Rambus’ history, Hampel said, “We have always pushed the new memory architecture” in new markets. In the late ’80s to early ’90s, Rambus went after the PC market with its proprietary memory technologies, and ended up entangled in a standards war. Then, by mid-1990s, Rambus shifted focus to the video game console market, getting its RDRAM adopted by Nitendo 64 and Sony’s PlayStation.  As the growth of PCs and game consoles have slowed and smartphones are getting fragmented, Hampel said, “We approached Microsoft for partnership,” as both companies identified data centers as “the best home for new memory innovation.”
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Release time:2017-04-17 00:00 reading:1324 Continue reading>>

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