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As the current mainstream solution for PC DRAM and server DRAM, both of which share the same roots in IC design, DDR4 reached a penetration rate of more than 90% in each of the above two categories in 3Q20, according to TrendForce’s latest investigations. As well, JEDEC finalized the definition of next-generation DDR5 memory in September 2019. Significant increases in the penetration rate of DDR5 PC DRAM is not expected to take place until 2022 at the earliest.
On October 27, AMD announced that it had reached an agreement with leading FPGA manufacturer Xilinx to acquire the latter for US$35 billion. Should the acquisition proceed as planned, AMD will greatly increase its influence across industries such as 5G, data center, ADAS (advanced driver-assistance systems), and industrial automation, in turn overtaking MediaTek in revenue and becoming the fourth largest IC design company behind third-place Nvidia, according to TrendForce’s latest investigations. Furthermore, as AMD and Xilinx are both major clients of TSMC, AMD will command increased leverage when negotiating for TSMC’s foundry services following the Xilinx acquisition.
The total worldwide shipments of branded SSDs bound for the channel (retail) market in 2019 reached 131 million units, showing an increase of almost 60% from 2018, according to TrendForce's latest investigations. This result also indicated a further and substantial growth in SSD adoption. Kingston, ADATA, and Tigo remained first, second, and third place respectively in the global ranking of branded SSD module makers (excluding NAND Flash suppliers) by shipment market share for retail SSDs.
UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations. Following close negotiation, both sides appear to have agreed on a reasonable settlement of US$60 million, meaning the case is likely closing in on a quick resolution, and UMC will be focusing more on its foundry business in the future. At the moment, this resolution is pending on an approval by the court.
SK Hynix has announced today (Oct. 20) that it will acquire Intel’s NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for US$9 billion. In accordance with regulatory laws and policies, SK Hynix will apply for permission from governments in China, the U.S., and South Korea, with the acquisition expected to conclude in March 2025. TrendForce indicates that the merger between Intel’s NAND Flash business and SK Hynix will allow the latter to benefit from the complementary technologies, especially in the enterprise SSD market. Broadly speaking, this marks the next chapter of reorganization for the NAND Flash industry.