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EVGA RTX 3090 Kingpin & Intel Core i9-12900K Set New 3DMark Port Royal Record

The 3DMark Port Royal single card benchmark has a new record of 20,014 set by South Korean overclocker biso biso for Team EVGA. The overclocker used an Intel Core i9-12900K running at 5.4 GHz on an EVGA Z690 Dark Kingpin motherboard paired with the EVGA GeForce RTX 3090 Kingpin overclocked to 2,895 MHz. The system also featured 16 GB of DDR5 memory running at 6000 MHz from SK Hynix along with liquid nitrogen for cooling and Thermal Grizzly Kryonaut Extreme thermal paste on the CPU and GPU. This new record beats the previous record of 19,600 also from biso biso which featured the Core i9-10900K and RTX 3090 Kingpin.
EVGAArmed with the latest hardware, including an EVGA Z690 DARK K|NGP|N motherboard, and an EVGA GeForce RTX 3090 K|NGP|N running at a blistering 2,895 MHz GPU clock, extreme overclocker "biso biso" set a new single-GPU standard for 3DMark Port Royal with a score of 20,014! This marks the first ever 3DMark Port Royal (single card) score over 20,000 and a testiment to the capabilities of the highest performing EVGA products.

SK hynix Receives ISO 26262 FSM Certification

SK hynix announced that it has received an ISO 26262: 2018 FSM (Functional Safety Management) certification, the international standard for functional safety in automotive semiconductors. The global automotive functional safety certification institute, TUV Nord, conducted the assessment. Both companies commemorated the distinction by hosting an online ceremony. In attendance at the ceremony were Daeyong Shim, Head of Automotive Business, and Junho Song, Head of Quality System, from SK hynix and Bianca Pfuff, Profit Center Manager Functional Safety and Deputy Head of Certification Body SEECERT, and Josef Neumann, Senior Project Manager Functional Safety, from TUV Nord.

The ISO 26262 is the international standard for automobile functional safety established by the International Organization for Standardization (ISO) in 2011 to prevent accidents caused by automotive electrical and electronic systems failures. This certification awarded to SK hynix, ISO 26262: 2018, is the latest version with additional requirements for automotive semiconductors. In the automotive industry, safety, quality, and reliability are paramount. Therefore, it is becoming essential that producers of car electronic device related to safety meet ISO 26262 standards.

KLEVV Reveals New DDR5 Standard and Gaming Memory

KLEVV, an emerging memory brand introduced by Essencore, today announced the latest addition to its lineup of computer memory upgrades with new DDR5 memory series, including DDR5 standard memory and signature DDR5 series of overclocking/gaming RGB memory. KLEVV DDR5 memory offers assurance of QVL testing with major motherboard brands' Z690 platforms that support the latest Intel 12th Generation 'Alder Lake' Core Processors.

KLEVV DDR5 standard desktop memory (U-DIMM) will adopt SK Hynix chips and will first launch in a 16 GB capacity with JEDEC standard frequencies of 4,800 MHz CL40-40-40 at a power-efficient 1.1 V. KLEVV DDR5 standard desktop memory kits have passed QVL testing with Z690 motherboards from leading partners including ASRock, ASUS, Gigabyte, and MSI, assuring outstanding compatibility for PC builders. Larger capacity 32 GB modules and standard memory for laptops (SO-DIMM) will follow soon.

SK hynix Inc. Reports Third Quarter 2021 Results

SK hynix Inc. (or 'the Company', www.skhynix.com) today announced financial results for its third quarter 2021 ended on September 30, 2021. The consolidated revenue of the third quarter 2021 was 11.805 trillion won, while the operating profit amounted to 4.172 trillion won and the net income 3.315 trillion won. Operating margin for the quarter was 35% and net margin was 28%.

SK hynix achieved record high quarterly revenue since its foundation, and regained operating profit more than 4 trillion won after two and a half years since the fourth quarter of 2018. The increased semiconductor memory demand for server and smartphone (mobile) applications, alongside the improved product prices, contributed to the Company's record-breaking quarterly revenue.

SK hynix Announces Development of HBM3 DRAM

SK hynix Inc. announced that it has become the first in the industry to successfully develop the High Bandwidth Memory 3, the world's best-performing DRAM. HBM3, the fourth generation of the HBM technology with a combination of multiple DRAM chips vertically connected, is a high value product that innovatively raises the data processing rate.

The latest development, which follows the start of mass production of HBM2E in July last year, is expected to help consolidate the company's leadership in the market. SK hynix was also the first in the industry to start mass production of HBM2E. SK hynix's HBM3 is not only the fastest DRAM in the world, but also comes with the biggest capacity and significantly improved level of quality.

List of Validated DDR5 for Intel Alder Lake Leaks

If you're looking at getting your hands on some DDR5 memory for your new Alder Lake build once it launches, a leak of validated RAM has popped up on Twitter, that should give you an idea of what to expect. The list is only a couple of weeks old and it's not what we'd call a long list, as it only covers five companies, out of which three are actual DRAM manufacturers and one is a subsidiary of one of those companies, there are no real surprises here.

All the DDR5 modules tested are rated at 4800 MHz and are either 8, 16 or 32 GB in size, with all modules using 16 Gbit chips. All modules were tested with timings of 40-39-39 at 1.1 V. Kingston is the only outlier here, since they're not a DRAM manufacturer, unlike SK hynix, Samsung and Micron/Crucial. Intel is listing all the modules as non ECC, which should put an end to the claims of all DDR5 being ECC memory.

SK hynix Launches 2TB Gold P31 Ultra-low-power Solid State Drive

Come August 17, SK hynix's best-selling "Gold P31" line of Solid State Drives (SSDs) will be complemented with a 2 TB capacity version. Gold P31, SK hynix's PCIe NVMe M.2 SSD, has garnered consistent praise from professional tech reviewers for its unique performance and power efficiency benefits. The drive released last year in 1 TB and 500 GB capacities, and is now adding a 2 TB option for users of high-capacity storage including gamers and content creators. The 2 TB version will be marked with a sleek, black-color PCB (Printed Circuit Board) instead of the usual green.

The 2 TB Gold P31 will offer 3,500 MB/s in sequential reads and 3,200 MB/s in sequential writes, the highest from a PCIe Gen3 drive, as well as an industry-leading endurance rating of 1,200 TBW (for 2 TB capacity; Terabytes Written: total amount of data an SSD can write in its lifetime), thus providing performance, capacity, power efficiency, and reliability all around. With read speeds of 172.2 MB/s per watt of power, the Gold P31 is indeed 434% more efficient than comparable products (for 1 TB capacity; Tallis, Billy. "The Best NVMe SSD for Laptops and Notebooks: SK hynix Gold P31 1 TB SSD Reviewed." AnandTech. August 27, 2020).

SK hynix Reports Second Quarter 2021 Results

SK hynix Inc. today announced financial results for its second quarter 2021 ended on June 30, 2021. The consolidated revenue of the second quarter 2021 was 10.322 trillion won, while the operating profit amounted to 2.695 trillion won and the net income 1.988 trillion won. Operating margin for the quarter was 26% and net margin was 19%.

It was the first time in three years that SK hynix recorded the quarterly revenue of more than 10 trillion won as the memory market condition, which began to recover earlier this year, continued to improve in the second quarter. The company last logged more than 10 trillion won in the third quarter of 2018 when the memory market was booming.

DRAM Prices for 3Q21 Projected to Undergo Minor QoQ Increase of 3-8%: Trendforce

As third quarters have typically been peak seasons for the production of various end-products, the sufficiency ratio of DRAM is expected to undergo a further decrease in 3Q21, according to TrendForce's latest investigations. However, DRAM buyers are now carrying a relatively high DRAM inventory due to their amplified purchases of electronic components in 1H21. The QoQ increase in DRAM contract prices are hence expected to slightly narrow from 18-23% in 2Q21 to 3-8% in 3Q21. Looking ahead to 4Q21, TrendForce believes that DRAM supply will continue to rise, thereby leading to either a further narrowing of price hikes or pressure constraining the potential price hike of DRAM products.

From the perspective of demand, the stay-at-home economy has resulted in persistently high demand for notebook computers. Although discrepancies still exist among notebook brands' inventory levels of various components, these brands are still making an aggressive attempt at maximizing their production of notebooks. However, as most of these brands are still carrying about 8-10 weeks' worth of PC DRAM inventory (which is relatively high), PC DRAM purchasing strategies from the buyers' side will therefore remain relatively conservative. From the perspective of supply, due to the rising demand for server DRAM, the production capacity allocated to PC DRAM is still in a severe supply crunch. Hence, DRAM suppliers are firm in their attitudes to raise PC DRAM quotes, and TrendForce expects the price negotiations between PC DRAM buyers and suppliers in 3Q21 to become both lengthier and more difficult as a result, with contract prices likely finalized at the end of July. Even so, what is now certain is that both sides have reached some level of understanding regarding the ongoing price hike of PC DRAM products. TrendForce forecasts a 3-8% increase in PC DRAM contract prices for 3Q21.

SK hynix Starts Mass Production of 1anm DRAM Using EUV Equipment

SK hynix announced that it has started this month mass production of the 8 Gigabit (Gb) LPDDR4 mobile DRAM based on the 1anm, which is the fourth generation of the 10 nm process technology. As the semiconductor industry classifies the 10 nm DRAM products, naming them after the alphabets, the 1a technology is the fourth generation, following the first three generations of the 1x, 1y, and 1z. SK hynix plans to provide the latest mobile DRAM products to smartphone manufacturers from the second half of 2021. This is the first time that SK hynix adopted the EUV equipment for mass production after proving the stability of the cutting edge lithography technology through partial adoption for its 1ynm DRAM production.

As technology migration continues to ultra-micro levels, an increasing number of semiconductor companies are adopting the EUV equipment for the photo process where circuit patterns are drawn on the wafer surfaces. Industry experts believe that a semiconductor company's leadership in technology will depend on how it can fully take advantage of the EUV equipment. SK hynix plans to use the EUV technology for production of all its 1anm DRAM products going forward as it has proved the stability of the process.

AMD 4700S Desktop Kit Features PlayStation 5 SoC Without iGPU

Previously, we have assumed that AMD 4700S desktop kit is based on Xbox Series X APU. Today, according to the findings of Bodnara, who managed to access one of these units, and we got some interesting discoveries. The chip powering the system is actually the PlayStation 5 SoC, which features AMD Zen 2 based system architecture, with 8 cores and 16 threads that can boost up to 3.2 GHz. The board that was tested features SK Hynix GDDR6 memory running at 14 Gbps, placed on the backside of the board. The APU is attached to AMD A77E Fusion Controller Hub (FCH), which was the one powering Xbox One "Durango" SoC, leading us to previously believe that the AMD 4700S is derived from an Xbox Series X system.

The graphics of this APU are disabled, however, it was the same variant of RDNA 2 GPU used by the PlayStation 5. Right out of the box, the system is equipped with a discrete GPU coming in a form of the Radeon 550, and this configuration was tested by the Bodnara team. You can find the images of the system and some performance results below.
Performance:

SK Hynix Details its Upcoming HBM3 Memory: 665 GB/s per Stack

SK Hynix is at the forefront of developing the next generation of stacked high-bandwidth memory, the HBM3 standard. Succeeding the current HBM2e standard, HBM3 will power next-generation HPC and AI processors in high-density multi-chip modules. A Tom's Hardware report citing information from SK Hynix reveals two key details about the new standard. For starters, it could offer per-pin data-rates of 5.2 Gbps, a 44% increase over the 3.6 Gbps that HBM2e caps out at. This results in a per-stack bandwidth of 665 GB/s, compared to 480 GB/s for the HBM2e. A processor with four such stacks (over a 4096-bit wide bus), would hence enjoy 2.66 TB/s of memory bandwidth. It's likely that HBM3 stacks from SK Hynix could implement the DBI Ultra 2.5D/3D hybrid bonding interconnect technology licensed from Xperi Corp.

SK Hynix Admits that a Batch of its DRAM Wafers is Defective, Downplays Scale of the Problem

Korean DRAM and NAND flash giant, SK Hynix, admitted that a rather big batch of its DRAM wafers is defective and in circulation. The size of this defective batch is rumored to be 240,000 wafers according to a Yonhap report, although the company downplays the scale of the problem citing its monthly production output of 1.8 million wafers.

The company said that it is working with its customers who received these wafers, for recall and replacement. "We're currently talking to a limited number of customers affected by this to address the issue. While it's too early to estimate the potential losses, we don't think they would be that significant as the defect is within the range of typical quality issue check." Besides this, the company is battling rumors surrounding the scale of defective DRAM wafers by the company, in circulation. "The scale of the potential losses mentioned in the rumor is absolutely not true and exaggerated," the company said, in a statement to The Register.

Enterprise SSD Prices Projected to Increase by More Than 10% QoQ in 3Q21 Due to Growing Procurement Capacity, Says TrendForce

Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce's latest investigations. In particular, the share of 8 TB products in shipments of SSDs to data centers has shown the most noticeable growth, which is expected to persist through 3Q21. However, certain SSD components and parts may be in shortage due to insufficient foundry capacity. TrendForce is therefore revising the QoQ hikes in contract prices of enterprise SSDs for 3Q21 to 10-15% from the previous projection of 5-10%.

TrendForce further indicates that the high demand for enterprise SSDs in 3Q21 is attributed to several factors. First, North American cloud service providers (hyperscalers) have pretty much completed their inventory adjustments and now continue to expand their storage capacity. Second, the flow of incoming orders to traditional server brands is getting stronger over the quarters as government agencies and SMBs increase their budgets for IT infrastructure. Third, Intel and AMD are ramping up production for server CPUs based on their respective new processor platforms. Following the adoption of new CPUs, the overall demand for enterprise SSDs has also shifted to higher-density products because clients want to upgrade their computing power and storage capacity. Specifically, demand is mainly trending toward 4/8 TB SSDs since raising NAND Flash density can lower the cost of SSD deployment.

Global NAND Flash Revenue for 1Q21 Rises by 5.1% QoQ Thanks to Better-Than-Expected Demand for Notebooks and Smartphones, Says TrendForce

Total NAND Flash revenue for 1Q21 increased by 5.1% QoQ to US$14.82 billion, according to TrendForce's latest investigations. In particular, bit shipments rose by 11% QoQ, while the overall ASP dropped by 5% QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer and smartphone manufacturers remained high, clients from the data center segment exhibited relatively weak demand, since this segment had yet to leave the state of NAND Flash oversupply. Contract prices for this quarter therefore still mostly showed a considerable QoQ drop. On the other hand, OEMs/ODMs of end products began to increase procurement of NAND Flash products from the second half of January onward because they noticed that the shortage of NAND Flash controller ICs was affecting the production of medium- and low-density storage products. Besides avoiding a possible supply crunch in the future, OEMs/ODMs were placing additional orders because they were preparing for a push to expand market share. On account of these developments, the overall NAND Flash demand surpassed expectations in 1Q21.

European Comission Approves SK Hynix Proposal for Acquisition of Intel NAND and SSD Business

SK Hynix is now a step closer to fulfilling its acquisition plans of Intel's NAND and SSD Business. The deal, for $9 billion, has now been cleared by the European Comission. This is in addition to previous approvals garnered from the U.S. Federal Trade Commission last year, and approval from the Committee on Foreign Investment in the United States (CFIUS) this March. Intel and SK Hynix expect all the further required approvals to be obtained throughout 2021.

Per the agreement terms, SK hynix will acquire from Intel the remaining assets, including IP related to the manufacture and design of NAND flash wafers, R&D employees, and the Dalian fab workforce, upon a final closing. SK hynix expects that the transaction would enable SK hynix to grow the memory ecosystem to the benefit of customers, partners, employees and shareholders. Access to Intel's IP and already specialized workforce and plant on memory manufacturing is sure to enable these goals.

South Korea Unveils Ambitious $450 Billion Semiconductor Manufacturing Investment Plan

The South Korean government, along with 153 Korean companies, has unveiled an ambitious plan to invest USD $450 billion over the next decade, to make its semiconductor manufacturing industry globally competitive, as China and the U.S. are executing similar national plans of their own, which threaten to blunt South Korea's competitiveness in the industry. Leading the effort will be Samsung Electronics and SK Hynix.

Samsung will be spending over $151 billion through 2030 in expanding its manufacturing facilities, while SK Hynix will spend $97 billion to expand its existing facilities; in addition to $106 billion planned to build four new fabs in the Yongin. Both Samsung and SK Hynix are predominantly memory companies, manufacturing DRAM and NAND flash products. This means that while Korea is globally competitive in semiconductor manufacturing overall, it is relying mainly on memory dies, and not logic dies (chips such as ASICs, CPUs, GPUs, SoCs, FPGAs, etc). The two could put in efforts to change this, so their foundry capacity attracts fabless logic IC companies away from Taiwan's TSMC, which specializes in logic over memory.

SK hynix Seeks to Double its Foundry Capacity

Park Jung-ho, co-CEO and Vice Chairman at SK hynix Inc. today stated during an official government event that SK hynix is considering feasible plan to double its foundry capacity. Park said the Company will look into several strategic options such as equipment expansion at domestic sites and M&A. According to the SK hynix official, SK hynix will invest in 8-inch foundry business in order to support the development, mass production and global market expansion of domestic fabless companies. Also, the Company is expecting to expand the product portfolio and provide global customers with semiconductors oriented to various applications including mobile, home electronic appliances, and automotive.

Park's statement demonstrated his strong will that SK hynix will devote to stabilize the global semiconductor supply amid the global chip shortage, and also to support domestic fabless companies to further invigorate Korean semiconductor ecosystem. The semiconductor industry also expects that Park, who was recently appointed as co-CEO of SK hynix, might soon announce more specific investment plan such as M&A, as he was one of the leading executives in SK Telecom's acquisition of SK hynix. Park, who is a well-renowned M&A expert in SK Group, also participated in SK hynix's major investments such as its investment in Kioxia Corporation (formerly known as Toshiba Memory Corporation) and the acquisition of Intel's NAND and SSD business.

DRAM Revenue for 1Q21 Undergoes 8.7% Increase QoQ Thanks to Increased Shipment as Well as Higher Prices, Says TrendForce

Demand for DRAM exceeded expectations in 1Q21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to TrendForce's latest investigations. Also contributing to the increased DRAM demand was Chinese smartphone brands' ramp-up of component procurement while these companies, including OPPO, Vivo, and Xiaomi, attempted to seize additional market shares after Huawei's inclusion on the Entity List. Finally, DRAM demand from server manufacturers also saw a gradual recovery. Taken together, these factors led to higher-than-expected shipments from various DRAM suppliers in 1Q21 despite the frequent shortage of such key components as IC and passive components. On the other hand, DRAM prices also entered an upward trajectory in 1Q21 in accordance with TrendForce's previous forecasts. In light of the increases in both shipments and quotes, all DRAM suppliers posted revenue growths in 1Q21, and overall DRAM revenue for the quarter reached US$19.2 billion, an 8.7% growth QoQ.

Demand for PC, mobile, graphics, and special DRAM remains healthy in 2Q21. Furthermore, after two to three quarters of inventory reduction during which their DRAM demand was relatively sluggish, some server manufacturers have now kicked off a new round of procurement as they expect a persistent increase in DRAM prices. TrendForce therefore forecasts a significant QoQ increase in DRAM ASP in 2Q21. In conjunction with increased bit shipment, this price hike will likely drive total DRAM revenue for 2Q21 to increase by more than 20% QoQ.

SK hynix Inc. Reports First Quarter 2021 Results

SK hynix Inc. today announced financial results for its first quarter 2021 ended on March 31, 2021. The consolidated revenue of the first quarter 2021 was 8.494 trillion won while the operating profit amounted to 1.324 trillion won, and the net income 993 billion won. Operating margin for the quarter was 16% and net margin was 12%.

The Company made better results both QoQ and YoY in the first quarter as the semiconductor market conditions improved earlier this year. Although the first quarter is usually off-season of the semiconductor industry, the Company said that the market conditions improved as demand for memory products for PCs and mobiles increased. In addition, cost competitiveness has increased as yields of major products have improved. Through this, the revenue and the operating profit increased by 7% and 37%, respectively, compared to the previous quarter.

SK Hynix to Build $106 Billion Mega Factory in South Korea

Today, we are getting a report coming from the South Korean press, stating that the country of South Korea has just given SK Hynix the green light to start building the mega factory complex. Being in the planning phase for a long time, the new mega factory is going to be located in Yongin, a city set 50 km south of the capital Seoul. The company expects to break ground with construction in Q4 of this year, and finish everything and start volume production of DRAM in 2025. When it comes to the size of the new mega factory, the plant is going to have an area of ​​4.15 million square meters.

The total cost of it will be about $106 billion worth of investment from SK Hynix, making all the recent fab construction plans look tiny compared to this massive investment. The mega factory complex would consist out of four fabs, where their total wafer per month output would be around 800,000. These foundries will be in charge of producing regular DRAM, and next-generation DRAM technologies like we have talked about just a few days ago. It remains to be seen what the company will come out with in the future, however, we are watching its moves closely.
SK Hynix Foundry

SK Hynix Envisions the Future: 600-Layer 3D NAND and EUV-made DRAM

On March 22nd, the CEO of SK Hynix, Seok-Hee Lee, gave a keynote speech to the IEEE International Reliability Physics Symposium (IRPS) and shared with experts a part of its plan for the future of SK Hynix products. The CEO took the stage and delivered some conceptual technologies that the company is working on right now. At the center of the show, two distinct products stood out - 3D NAND and DRAM. So far, the company has believed that its 3D NAND scaling was very limited and that it can push up to 500 layers sometime in the future before the limit is reached. However, according to the latest research, SK Hynix will be able to produce 600-layer 3D NAND technology in the distant future.

So far, the company has managed to manufacture and sample 512Gb 176-layer 3D NAND chips, so the 600-layer solutions are still far away. Nonetheless, it is a possibility that we are looking at. Before we reach that layer number, there are various problems needed to be solved so the technology can work. According to SK Hynix, "the company introduced the atomic layer deposition (ALD) technology to further improve the cell property of efficiently storing electric charges and exporting them when needed, while developing technology to maintain uniform electric charges over a certain amount through the innovation of dielectric materials. In addition to this, to solve film stress issues, the mechanical stress levels of films is controlled and the cell oxide-nitride (ON) material is being optimized. To deal with the interference phenomenon between cells and charge loss that occur when more cells are stacked at a limited height, SK Hynix developed the isolated-charge trap nitride (isolated-CTN) structure to enhance reliability."

NAND Flash Contract Prices Projected to Increase by 3-8% QoQ in 2Q21 Due to Easing of Oversupply, Says TrendForce

With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10% QoQ, according to TrendForce's latest investigations. On the other hand, orders from PC OEMs and Chinese smartphone brands since 1Q21, as well as recovering procurement activities from clients in the data center segment during 2Q21, will generate upward momentum propelling NAND Flash bit demand. Furthermore, buyers are actively stocking up on finished products, such as SSDs and eMMC, due to persistently limited NAND Flash controller supply. TrendForce therefore expects NAND Flash contract prices to increase by an average of 3-8% QoQ in 2Q21 after experiencing a 5-10% decline QoQ in 1Q21. In particular, as Samsung's Line S2 fab in Austin has yet to resume full operation after the Texas winter storm, the supply of NAND Flash controllers going forward may be at risk, and Samsung's ability to manufacture client SSDs will be further constrained as a result. In light of these factors, TrendForce is not ruling out the possibility that NAND Flash contract prices may increase by even more than current forecasts.

SK Hynix Begins Mass-Production of 18-Gigabyte LPDDR5 Mobile DRAM Chips

SK hynix Inc announced that it has started mass-production of 18 GB (gigabyte) LPDDR5 mobile DRAM, which offers the largest capacity in the industry. This product will be equipped in premium smartphones to support an optimal environment for games with high resolution image and also high quality videos. SK hynix also expects that application will continue expanding to include the latest technologies, including ultra-high-performance camera applications and artificial intelligence (AI).

"This product will improve the processing speed and image quality by expanding the data temporary storage space, as the capacity increases compared to the previous 16 GB product," an official from the company said. The new product runs at up to 6,400 Mbps (megabits-per-second), around 20% faster than the mobile DRAM (LPDDR5 with 5,500 Mbps) for existing smartphones, a data rate that is capable of transferring ten 5 GB FHD (Full-HD) movies per second.

DRAM Revenue for 4Q20 Undergoes Modest 1.1% Increase QoQ in Light of Continued Rising Shipment and Falling Prices, Says TrendForce

Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce's latest investigations. For the most part, this growth took place because Chinese smartphone brands, including Oppo, Vivo, and Xiaomi, expanded their procurement activities for components in order to seize the market shares made available after Huawei was added to the Entity List by the U.S. Department of Commerce. These procurement activities in turn provided upward momentum for DRAM suppliers' bit shipment. However, clients in the server segment were still in the middle of inventory adjustments during this period, thereby placing downward pressure on DRAM prices. As a result, revenues of most DRAM suppliers, except for Micron, remained somewhat unchanged in 4Q20 compared to 3Q20. Micron underwent a noticeable QoQ decline in 4Q20 (which Micron counts as its fiscal 1Q21), since Micron had fewer work weeks during this period compared to the previous quarter.
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