Press Center

DRAM Capacity Crunch Expected to Persist in 2018

18 October 2017

Merger of Gintech, NSP and Solartech Will Contribute to Taiwan’s Solar Industry by Speeding Up Vertical Integration and Stimulating Investments, Says TrendForce

17 October 2017

Taiwan’s three solar companies Gintech, Neo Solar Power (NSP) and Solartech signed an MOU on October 16 announcing their intention to merge as one single corporate entity by the third quarter of 2018. According to EnergyTrend, a division of TrendForce, the combined production capacity for photovoltaic (PV) cells of these three companies is projected to reach 5 gigawatts (GW). This estimate not only takes account of their combined 3.5GW capacity in Taiwan but also their combined 1.5GW capacity from their facilities located in Mainland China, Thailand and Vietnam. The company that resulted from this merger – United Renewable Energy Co., Ltd. (UREC) – will not only become the largest solar enterprise in Taiwan but also the world’s fifth-largest cell maker in terms of capacity and second-largest cell suppliers in terms of overseas shipping.

TrendForce Maintains 4Q17 NAND Flash Market Outlook After Finding Toshiba’s Capacity Remains Largely Intact Despite Rumors

17 October 2017

Despite lower-than-expected output caused by certain problems in production lines, Toshiba will be able to deliver its NAND Flash shipments as per the dates and volumes in its fourth-quarter contracts, says DRAMeXchange, a division of TrendForce. After confirming with sources, DRAMeXchange refutes a report alleging that Toshiba’s monthly NAND Flash capacity has been reduced by nearly 100,000 wafers and some of its production lines have been suspended.

Hot chips to make Samsung's Q3 profit sizzle

13 October 2017

Mobile DRAM Prices to Go Up by 10~15% in 4Q17 as Seasonal Demand Picks Up and Suppliers Seek to Correct Price Differences Among Applications

12 October 2017

DRAMeXchange, a division of TrendForce, estimates that mobile (LPDDR) DRAM products will see sequentially quarterly price increases in the average range of 10~15% in the fourth quarter of 2017. This price hike is attributed to DRAM suppliers seeking to correct price differences among various applications as well as the year-end busy season in the smartphone market. The percent of sequential price increase for mobile DRAM in the fourth quarter is expected to be the largest when compared with percent increases for DRAM used in other applications.