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TrendForce: LED Lighting and Smartphone Applications Demands Leads to Sapphire Substrate Manufacturers Production Expansions

2 December 2013

Spurred by LED lighting and mobile device market demands, sapphire substrate manufacturers have been actively expanding their production capacity, according to TrendForce subsidiary LEDinside’s “Global Sapphire Substrate Market 2013” research report. The top five sapphire ingot manufacturers for instance, have seen 2-inch equiv. sapphire substrate monthly production capacity grow by 75% to 7800Kmm compared to 2012.

TrendForce: NAND Flash Industry Structure to Transform as OCZ Declares Bankruptcy

2 December 2013

Affected by intensified competition and increased financial pressures, the renowned US-based SSD company, OCZ Technology, declared bankruptcy on 11/27 and announced its plans to sell assets to the Japanese NAND Flash manufacturer, Toshiba. The acquisition proposal has officially been approved by US courts, and for now, OCZ’s operations remain unchanged. As the merger begins to take place, more and more changes are expected to emerge in the SSD industry.

TrendForce: Wafer Manufacturers Re-Consider Contract Trading due to Supply Shortage and Increased Price

2 December 2013

Since orders have been continually finalized in December, PV demand is likely to remain strong during off-peak season in 4Q13. According to EnergyTrend, a research division of TrendForce, the overall PV demand is likely to remain high in 1Q14. In addition, the market will demand more high-efficiency products, which may lead to supply shortage for high-efficiency products. Therefore, contract trading, which has disappeared for a long time, may return to the wafer market.

Seagate Technology PLC (STX): Healthy growth seen for NAND ..

2 December 2013

Global NAND flash output value to rise 13% in 2014, says ...

2 December 2013