Fix Your Memory Module

Industry News
CST News
Member Area
Tester Brochure
Demo Library
Tester FAQs

biology medicine news product technology definition

Wednesday, July 18, 2018
Memory Industry News
Email ArticlePrinter Format PreviousNext

Memory supply will be tight into 2018

Friday, November 03, 2017

The supply of some IC parts and components, including wafers, passive components, and DRAM, MOSFET and NOR flash chips, will remain tight in 2018 due to the absence of capacity ramps by major suppliers, according to industry sources.

While demand for these rather mature IC parts and components has been strong since the beginning of 2017, the proliferation of IoT/AR/VR applications, cloud services, drone devices, and smart voice assistant products has worsened the shortages, said the sources.

Besides, an acceleration of the development of 5G applications will also keep demand for mature IC parts growing in 2018, making the short supply a constant, indicated the sources.

Among the major items, the supply of DRAM chips may increase in 2018 through the introduction of new process nodes. But suppliers of other products are likely to increase their output mainly through improvements in manufacturing processes and yield rates rather than expand production facilities for capacity ramps, said the sources.

In addition to huge investment amounts required for new production facilities, it is also difficult for component suppliers to pass the increased production costs on to clients, thwarting makers' willingness to commmit on capacity ramps, added the sources.

For example, major Taiwan-based MOSFET chip suppliers, including Advanced Power Electronics, Sinopower Semiconductor, and Niko Semiconductor, have been hiking their quotes slowly since the beginning of 2017 when the supply began to tight up, said the sources.

Sinopower and Niko began to see their earnings improve significantly till September when they reported an EPS of NT$0.63 and NT$0.35, respectively, for the month, up 53% and 775% from a year earlier.

With the prospects that the shortages of MOSFET chips are likely to continue to widen in 2018, quotes for MOSFET parts, particularly those for high-end and automobile applications, will hike further in the coming year, noted the sources.

By: DocMemory
Copyright 2017 CST, Inc. All Rights Reserved

Email ArticlePrinter Format PreviousNext
Latest Industry News
Samsung has developed a new mobile DRAM solution optimized for 5G network and AI7/18/2018
TSMC expects revenue growth through Q47/18/2018
Micron/Intel joint development announced update on 3D Xpoint memories7/18/2018
F35 tactical fighter at bargan prices7/18/2018
What's next now that the ZTE ban is lifted7/17/2018
Apple contributes to renewable energy fund in China7/17/2018
Apple is expected to require mass number of 3D sensors7/17/2018
Google lose chip design guru to Facebook7/17/2018
Airbus is on-hold waiting for details on Brexit7/16/2018
Intel acquires eASIC for added FPGA technology7/16/2018

CST Inc. Memory Tester DDR Tester
Copyright © 1994 - 2018 CST, Inc. All Rights Reserved