Page 19 - Memory Chips News Today

Silicon Motion Technology, a memory device controller IC company, has seen an increase in client orders that may lead to a stronger market rebound by the end of 2023.

China has launched a cybersecurity investigation into Micron Technology, raising the possibility of a ban on the US memory vendors product sales in the country.

DDR5 memory price drops have decelerated and are about to halt due to supply-side constraints, according to sources at memory module makers.

Though Samsung Electronics decided to artificially reduce production amid memory market downturn, it has also decided to increase wafer production for R&D. It is believed that Samsung still decided to increase investment in order to strengthen its technological leadership, despite that its performance in the first quarter of 2023 is on the verge of loss

Worldwide sales of semiconductors for the first quarter of 2023 totaled US$119.5 billion, down 8.7% sequentially and 21.3% on year, according to the latest Semiconductor Industry Association (SIA) statistics.

The latest Intel and Advanced Micro Devices (AMD) processors supporting the DDR5 memory specification are unlikely to stimulate related power management IC (PMIC) demand until 2024.

Samsung, the world's largest memory chip and smartphone maker, reported a 95% drop in Q1 profit due to a sharp decline in semiconductor demand, which has also led to a drop in prices. The company's operating profit and revenue both decreased significantly as it grapples with the global downturn in technology demand.

Micron Technology has recently notified its distributors that starting in May, it will not consider any requests for DRAM and NAND flash quotes lower than the current levels, according to market sources.

Previously, it was rumored that the US had requested South Korea to not fill in the demand gap left behind after Micron got sanctioned by China. Samsung Electronics and SK Hynix are once again caught up in the tussle between China and the US. Whether this issue will be brought up for negotiation during the Korean-US summit is also a point of concern.

Samsung Electronics has disclosed that preparations for volume production of 1b DRAM (12nm) are approaching the final stages.