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HBM to be 14% of DRAM Industry This Year
HBM to be 14% of DRAM Industry This Year
Release time:2024-03-20
By the end of 2024, the DRAM industry is expected to have allocated approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%, says TrendForce svp Avril Wu. HBM’s re
Details
Magnetic sensors market has 4% CAGR 2023-29 to reach $3.7bn
Magnetic sensors market has 4% CAGR 2023-29 to reach $3.7bn
Release time:2024-03-19
The magnetic sensor market is expected to reach $3.7 billion in 2029, with an estimated 4% CAGR from 2023 to 2029, says Yole Developpement. RECOMMENDED ARTICLESHBM to be 14% of DRAM industry this yearUS strategy for microelectronics
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Q4 Foundry Revenues up 7.9%
Q4 Foundry Revenues up 7.9%
Release time:2024-03-14
Q4 foundry revenues rose 7.9% to $30.49 billion, says TrendForce, primarily driven by demand for smartphone components, such as mid and low-end smartphone APs and peripheral PMICs. The launch season for Apple’s latest devices also
Details
Resurgence in Enterprise SSD Market
Resurgence in Enterprise SSD Market
Release time:2024-03-12
In Q3 2023 enterprise SSD suppliers cut production leading to a 15% Q4 surge in contract SSD prices, says TrendForce This produced a 47.6% QoQ increase for Q4 enterprise SSD industry revenues which hit $23.1 billion.
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Samsung sampling solid state batteries
Samsung sampling solid state batteries
Release time:2024-03-08
Samsung says it has begun sampling solid state batteries to car manufacturers and will begin mass production of the batteries for EVs and other applications in 2027. Last year, the company set up a pilot  line in Suwon and is us
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HBM to be 14% of DRAM Industry This Year

By the end of 2024, the DRAM industry is expected to have allocated approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%, says TrendForce svp Avril Wu.


HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.



The die size of HBM is generally 35–45% larger than DDR5 of the same process and capacity (for example, 24Gb compared to 24Gb).


The yield rate (including TSV packaging) for HBM is approximately 20–30% lower than that of DDR5, and the production cycle (including TSV) is 1.5 to 2 months longer than DDR5.


HBM has a longer production cycle than DDR5  – over two quarters from wafer start to final packaging.


Samsung’s total HBM capacity is expected to reach around 130K (including TSV) by year-end; Hynix’s capacity is around 120K.



Jayce
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By the end of 2024, the DRAM industry is expected to have allocated approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%, says TrendForce svp Avril Wu. HBM’s re
2024/3/20 17:53:24
2024/3/20 17:53:24
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Magnetic sensors market has 4% CAGR 2023-29 to reach $3.7bn

The magnetic sensor market is expected to reach $3.7 billion in 2029, with an estimated 4% CAGR from 2023 to 2029, says Yole Developpement.


RECOMMENDED ARTICLESHBM to be 14% of DRAM industry this yearUS strategy for microelectronics research publishedTelecom equipment sales fell 5% in 2023, set to fall again in 2024Smartphones bounce backAllegro Microsystems  leads in revenue, TDK leads in volume.


A $1 billion investment surge from players like Allegro, TDK, Bosch, LEM etc. is leveraging the technology’s sensitivity, bandwidth, and low power consumption to sense position and current.


Magnetic sensors find widespread application across automotive, mobility, industrial, energy, medical, and consumer sectors. Their versatility has led to their adoption in various fields, propelling the market to a value of $2.9 billion in 2023.




“The automotive & mobility segment significantly dominates the market with sales of more than $2 billion by 2029,” says Yole’s Pierre Delbos, “this segment is driven by important shifts such as vehicle electrification and sensor integration. Conversely, consumer applications lead in terms of volume. At Yole Group, we anticipate a nearly $600 million market by 2029, also growing at a 4% CAGR between 2023 and 2029”.


The evolving landscape of magnetic sensor applications extends to the industrial & energy and medical sectors. By 2029, these sectors are expected to reach $830 million and $30 million, respectively.


Factors such as the proliferation of DC-charging stations with integrated current sensors due to vehicle electrification, the demand for position sensors, switches, and latches driven by Industry 4.0, and the potential implementation of predictive maintenance using current sensors contribute to the promising outlook in these sectors.

Jayce
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The magnetic sensor market is expected to reach $3.7 billion in 2029, with an estimated 4% CAGR from 2023 to 2029, says Yole Developpement. RECOMMENDED ARTICLESHBM to be 14% of DRAM industry this yearUS strategy for microelectronics
2024/3/19 18:00:31
2024/3/19 18:00:31
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Q4 Foundry Revenues up 7.9%

Q4 foundry revenues rose 7.9% to $30.49 billion, says TrendForce, primarily driven by demand for smartphone components, such as mid and low-end smartphone APs and peripheral PMICs.


The launch season for Apple’s latest devices also significantly contributed, fueling shipments for the A17 chipset and associated peripheral ICs, including OLED DDIs, CIS, and PMICs. TSMC’s premium 3nm process notably enhanced its revenue contribution, pushing its global market share past the 60% threshold this quarter.



Last year the foundry market suffered a 13.6% fall witnrevenue reaching $111.54 billion.


2024 promises better, says TendForce, with AI-driven demand expected to boost annual revenue by 12% to $125.24 billion.


In Q4,  top 5 foundries expanded  market share to 88.8% with TSMC taking  60%.


TSMC’s wafer shipments rose in 4Q23 thanks to demand from smartphones, notebooks, and AI-related HPC and its revenue jumped 14% over the quarter to $19.66 billion.


Revenue shares from processes 7nm and below climbed from 59% in Q3 to 67% in Q4, underscoring TSMC’s dependency on cutting-edge technologies. With the progressive ramp-up of 3nm production, the share of revenue from advanced processes is expected to surpass 70%.


Samsung also received orders for various new smartphone components, predominantly in mature processes above 28nm. Meanwhile, demand for advanced process main chips and modems saw steadier demand due to early procurement by clients, leading to a slight 1.9% QoQ drop in Samsung’s foundry revenue to $3.62 billion.


GlobalFoundries saw a modest 5% revenue growth in the automotive segment, primarily attributed to a surge in LTAs signed by numerous automotive clients and slight optimizations in ASP. However, shipments in key application areas such as smart mobile devices, communication, and home/industrial IoT witnessed declines, resulting in overall revenue reaching approximately $1.85 billion in Q4.


UMC experienced occasional spikes in orders from the smartphone and PC sectors, but a weak global economy, conservative wafer start decisions by clients, and inventory adjustments in the automotive sector led to a downturn in wafer shipments, resulting in a 4.1% decrease in Q4 revenue to about $1.73 billion.


SMIC enjoyed a 3.6% quarterly increase in revenue to roughly $1.68 billion, mainly due to urgent orders related to smartphones and notebooks/PCs, while shipments for network communications, general consumer electronics, and automotive/industrial control sectors saw declines.


Three significant changes occurred in rankings were, PSMC moved up to eighth place, benefiting from the recovery in specialty DRAM wafer outputs and urgent orders for smartphone components,  Nexchip reentered the top ten and secured the ninth spot, thanks to urgent TDDI orders and high-volume shipments of new CIS products, and VIS dropped to tenth place due to a slowdown in TV-related orders and inventory adjustments by automotive and industrial control customers.


IFS, which entered the top ten for the first time in 3Q23, was pushed out of the rankings by PSMC and Nexchip due to factors such as the transition between new and old generations of CPUs and lackluster inventory momentum at Intel.


Other companies, such as HuaHong Group and Tower, saw their revenue decrease by 14.2% and 1.7%, respectively. The minor decline in revenue for Tower is attributed to its long-term focus on niche markets like RFFEM, automotive, and industrial control, which shielded it from the impacts felt by companies primarily in the consumer electronics sector. However, as automotive and industrial control clients also began adjusting their inventories, the utilization rate of Tower further decreased in the fourth quarter

Jayce
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Q4 foundry revenues rose 7.9% to $30.49 billion, says TrendForce, primarily driven by demand for smartphone components, such as mid and low-end smartphone APs and peripheral PMICs. The launch season for Apple’s latest devices also
2024/3/14 18:33:21
2024/3/14 18:33:21
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Resurgence in Enterprise SSD Market

In Q3 2023 enterprise SSD suppliers cut production leading to a 15% Q4 surge in contract SSD prices, says TrendForce


This produced a 47.6% QoQ increase for Q4 enterprise SSD industry revenues which hit $23.1 billion.



Contract prices are now expected to increase by over 25% delivering 20% revenue growth in Q1.


SK Group recorded the highest growth rate in the enterprise SSD segment for 4Q23, with revenues hitting $766 million —a 96.9% jump.


Samsung secured the second-highest growth at 64.3%, reaching $961 million.


Micron saw a 6.8% rise to $250 million.


Kioxia had a 4.3% revenue increase in 4Q23 to $217 million.


Western Digital’s revenues fell to $113 million — a 23.4% decline.

Jayce
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In Q3 2023 enterprise SSD suppliers cut production leading to a 15% Q4 surge in contract SSD prices, says TrendForce This produced a 47.6% QoQ increase for Q4 enterprise SSD industry revenues which hit $23.1 billion.
2024/3/12 17:42:43
2024/3/12 17:42:43
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Samsung sampling solid state batteries

Samsung says it has begun sampling solid state batteries to car manufacturers and will begin mass production of the batteries for EVs and other applications in 2027.


Last year, the company set up a pilot  line in Suwon and is using it to,refine the product and improve yields


The company says that its solid-state batteries will have an energy density of 900 watt-hours per litre which is 40% better than from its lithium-ion batteries.


As well as high energy density solid-state batteries have short charging times of around ten minutes and are lighter and safer than lithium-ion batteries.


Hyundai is also targeting 2027 for mass-production of solid state batteries and Toyota says it will start selling cars with solid state batteries in 2027-8.

Jayce
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Samsung says it has begun sampling solid state batteries to car manufacturers and will begin mass production of the batteries for EVs and other applications in 2027. Last year, the company set up a pilot  line in Suwon and is us
2024/3/8 18:11:52
2024/3/8 18:11:52
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