Rob Karsten

Fluctuating DRAM ASPs Q4 memory prices will see a significant slowdown in growth, with conventional DRAM expected to increase by only 0–5%, says TrendForce. However, the rising share of HBM will increase the DRAM ASP by 8% to 13% which is a marked deceleration compared to the previous quarter. PC sales have had a lacklustre Q3 and TrendForce anticipates that PC DRAM prices will remain flat compared to the previous quarter. #interesting #technology #innovation #semiconductor #dram Samsung Semiconductor SK hynix Micron Technology Winbond Nanya Technology Rogério Moreira Pavel Navarrete Juan Barrera Great info from Trendforce & Electronics Weeky!

8

<<Within just a week! >> Wafer fabs like Clas-Sic Wafer Fab in the UK are the latest type of customer to see the impact of yieldHUB on their operations. We normally have fabless customers. How do we make such an impact in a new area for us? Imagine removing silos of information across your company. Imagine if your data was suddenly centralized and available and <<all linked up>> in another tab of the browser you are now using? And you could search for anything and see quickly everything that happened with the material and wafers, irrepsective of volume? All setup within a few days? It's hard to get through all the noise to get in front of potential customers. But you have to see it to believe it.

20

1 Comment

Improve performance ? Market strategy ?

3

In my new role at Sondrel, I wanted to offer my thoughts and views that we are seeing in the current semiconductor industry. I hope you find this article informative.

24

4 Comments

Semiconductor Growth in Wales: A Hub for Innovation and Investment Wales is fast becoming a powerhouse in the global semiconductor industry, with significant investments and initiatives transforming the region. Key developments include: 1️⃣ Vishay Intertechnology, Inc. Intertechnology is investing £51M in its Newport wafer fab, acquired earlier this year after Nexperia's forced sale. Supported by a £5M grant from the Welsh Government, this investment will enhance power device production, including a transition to silicon carbide (SiC) technologies. 2️⃣ KLA is establishing its European headquarters at Newport’s Imperial Park with a $100M project. The facility will include R&D cleanrooms, manufacturing, and aims to recruit up to 750 employees. 3️⃣ A £1.6M compound semiconductor packaging pilot line has launched at the Compound Semiconductor Applications Catapult in Newport, bolstering local innovation. 4️⃣ Additional initiatives, like Cardiff Gate’s new innovation site and Swansea University’s £2.5M Net Zero research project, highlight a focus on sustainability and advanced technologies. With strong global growth in compound semiconductors, Wales is positioning itself as a leader. Rebecca Evans, Economy Minister, notes: "After a decade of seeding the cluster, we are reaping the rewards of our commitment." Stay tuned as Wales continues to shape the future of semiconductors! Thanks again to eeNews Europe for the full article with more background and insights click the source link in the comments below. #Semiconductors #Innovation #Wales

338

9 Comments

Demand for #Servers to Support Second Half of the Year; #DRAM Prices Expected to Increase by 8–13% in Q3, Says TrendForce Corporation 💡 TrendForce reports that a recovery in demand for general #servers - coupled with an increased production share of #HBM by DRAM suppliers — has led suppliers to maintain their stance on hiking prices. As a result, the ASP of DRAM in the third quarter is expected to continue rising, with an anticipated increase of 8–13%. The price of conventional DRAM is expected to rise by 5–10%, showing a slight contraction compared to the increase in the second quarter. TrendForce notes that buyers were more conservative about restocking in the second, and inventory levels on both the supplier and buyer sides did not show significant changes. Looking ahead to the third quarter, there is still room for inventory replenishment for #smartphones and #CSPs, and the peak season for production is soon to commence. Consequently, it is expected that smartphones and #servers will drive an increase in #memory shipments in the third quarter. Thanks again to TrendForce 集邦科技 for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eQb5ynDa #semiconductorindustry #semiconductor #semiconductormanufacturing #technology #tech #it #chip #chips #ai #aiot #mobil #innovation #Japan #southkorea #taiwan #usa #china #datacenter #cloud #computer #it #ic #samsung #skhynix #micron #cxmt #nanya #winbond #powerchip

76

The #nRF54L has officially launched, find out why it's worth considering for your next #bluetoothlowenergy design, in this interview by Electronics Weekly with Sam Presley, Technical Product Manager at Nordic Semiconductor. 👇🏻

35

1 Comment

Interested on ultrasonic flow metering to replace mechanical metering? Click on the link to watch the interview with our Director Marketing & Product Manafemenr for our flow products.

11

The Evolution of Interconnects in Microelectronics Packaging Interesting read.... https://https://lnkd.in/gZ9CajT8

8

This article delves into the usage and future trajectory of #siliconcarbide (SiC) boats in relation to #quartzboats within the #semiconductor industry, specifically focusing on their applications in #solarcell manufacturing. https://lnkd.in/ehsuTpBm

1

#Korean #NANDFlash #Manufacturers Cautiously Increase #Wafer Input, Capacity Utilization Maintains Around 50% 💡 According to a report from South Korean media The Chosun Daily, Samsung Electronics is set to increase wafer input by approximately 30% this quarter at its #NAND #Flash production lines in #Pyeongtaek, #SouthKorea, and Xi’an, #China. However, #Samsung remains cautious about further production increases to avoid impacting NAND Flash price trends. The report indicates that while Samsung’s NAND Flash production lines can exceed 2 million wafers in a quarter at full capacity, internal targets for wafer output in the second to fourth quarters are capped at 1.2 million wafers each, maintaining overall utilization rate at around 50%. The same report further indicates that SK hynix has set a quarterly cap of around 600,000 #wafers for NAND Flash production, with overall utilization rate ranging between 50% and 60%. As per TrendForce Corporation’s data, it has projected a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/emAnDDQc #semiconductorindustry #technology #tech #memory #micron #chip #ic #chips #semiconductormanufacturing #ai #cloudcomputing #server #ai

80

2 Comments

Learn about our recent launch of DuPont Pyralux® ML at IPC APEX!

16

Power your next insights!!

44

1 Comment

What will future pluggable transceivers look like? To support the ever growing bandwidth demands within the #datacenter for #AI applications, new solutions are needed. If you missed the presentation given by Chris Cole at #ECOC2024, check out this article from Gazettabyte.

4

This is a really critical demonstration of the need to create effective full manufacturing chains for the creation of game changing power solutions that take full advantage of the higher switching speeds possible with Compound Semiconductors. Packaging, circuit design and system designs need to be disrupted to accelerate the journey to net zero carbon.

21

There are two main types of Radiofrequency (RF) Plasma Source used in Materials Processing. The CCP (Capacitively coupled plasma) and the ICP (Inductively coupled plasma). They differ in the mechanism used to couple RF power into the process gas to ignite and sustain the plasma. In our Plasma Wiki below we explore the ICP and its applications.

13

Interesting video about the pros and cons of two different gage study methods.

10

Ciao …. I know is holiday 🏝️ but if you did not see our Market Insights, issued 2 weeks ago, I would recommend downloading this document. If you are interested in Lead-time and price trends of semis, passives & emech components, by manufacturer and by commodity, it is a useful reference for you. This market snapshot includes other relevant insights. The download link is in the post below...👇 #reboundelectronics #marketnews #semiconductors #leadtime

3