During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors F
vilsion, Nov, 25, 2024
— During the two-year period of 2024 and 2025, the semiconductor market will be mainly influenced by four factors.
Firstly, inflation. After Trump returns to the White House, inflation may reappear. He said during his campaign for the US presidency that he would impose a 60% tariff on imported goods from China. Once this idea becomes a reality, it may affect Asian and even European countries.
The semiconductor market in 2025 will be more optimistic than in 2024. As of now, the global semiconductor inventory is quite healthy. After the market downturn in 2023, everyone's inventory level has dropped to a relatively low level. Therefore, it is now necessary to raise the inventor...
With the development of science and technology and the change of market demand, DDR4 memory is gradually being a
vilsion, Nov, 13, 2024
— With the development of science and technology and the change of market demand, DDR4 memory is gradually being abandoned by storage giants. Storage giants Samsung and SK Hynix both stressed that they will shift their focus to high-end products with high profits, and may reduce the production of DRAM and NAND flash memory, especially traditional products.
Among them, SK Hynix plans to gradually reduce the proportion of DDR4 production. In the third quarter of this year (2024), the proportion of DDR4 production has been reduced from 40% in the second quarter to 30%, and it is planned to further reduce it to 20% in the fourth quarter.
Samsung is also expected to reduce the pr...
In the first half of 2024, prices continued to rise amid reports of supply chain disruptions and imbalances In
vilsion, Dec, 09, 2024
— In the first half of 2024, prices continued to rise amid reports of supply chain disruptions and imbalances. In January, with the increasing demand for NAND, DRAM, and CXL technologies, SSD prices rose by 15% to 35%, while the supply of high-capacity SSDs was limited.
Manufacturers say that the memory market is at a turning point. After cutting production of certain products by up to 50% in the previous year, Samsung announced a renewed focus on high-value products and plans to increase production of 32 Gigabit DDR5 and HBM3E to meet the growing demand for high-density memory products, particularly for AI applications.
In the second quarter, Samsung, Western Digital, and Micro...