Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Force
- AI Force
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.
TrendForce today (Oct. 16) held its Annual Forecast 2021 event at the NTUH International Convention Center. Key summaries of the event can be found here.
The memory market (including DRAM and NAND Flash) is still in a state of oversupply in 4Q20, according to TrendForce’s latest investigations. In light of recent U.S. sanctions against Huawei, other smartphone brands have been actively stocking up on memory products in an effort to capture Huawei’s lost market shares, but this procurement momentum is insufficient to improve the lethargic state of the memory market. In addition, as memory demand from the server industry has yet to make a noticeable recovery, overall memory ASP is expected to remain weak in 4Q20 and decrease by about 10% QoQ.
In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.
On October 4, 2020, SMIC made formal announcements assessing the Commerce Department’s notification to SMIC's suppliers that they will be restricted from shipping certain U.S.-originated equipment, components, and raw materials to the Chinese foundry, according to TrendForce's latest investigations. U.S.-based semiconductor equipment suppliers, including Applied Materials, Lam Research, and KLA, are expected to bear the brunt of the impact from the latest sanction against SMIC, while Netherlands-based ASML will be affected as well, since its machines contain U.S.-originated key components. By contrast, TrendForce’s preliminary analysis indicates that the export restrictions will likely have less of an impact on suppliers of silicon wafers and other raw chemical materials for semiconductors, since these suppliers are mostly Japanese and European companies.
