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Глобальный дефицит чипов может затянуться

Глобальный дефицит чипов может затянуться
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Silicon Motion to invest NT$4bn to build new facility

Silicon Motion to invest NT$4bn to build new facility By Lisa Wang / Staff reporter Silicon Motion Technology Corp (慧榮科技), the world’s biggest supplier of controllers used in NAND flash memory chips, yesterday said it plans to invest NT$4 billion (US$141.31 million) to build a new headquarters in Hsinchu County’s Jhubei City as chip demand continues to grow. The NASDAQ-listed company said that it expects robust demand for NAND flash memory chips used in smartphones, PCs and Internet-of-Things (IoT) applications to help fuel growth of its revenue. Revenue this year is forecast to increase by 20 to 30 percent to US$650 million to US$700 million, from US$539.52 million last year, which was up 17 percent from 2019, Silicon Motion Technology said in a statement.

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2021 NAND Flash Updates from ISSCC: The Leaning Towers of TLC and QLC

The annual IEEE International Solid-State Circuits Conference covers a range of topics of interest to AnandTech. Every year the conference includes a session on non-volatile memories where most of the NAND flash memory manufacturers share technical details of their latest developments. At the conference we get more information than these companies are usually willing to share in press briefings, and the presentations are usually about technology that will be hitting the market during the coming year. At ISSCC 2021 this week, four of the six major 3D NAND flash memory manufacturers are presenting their newest 3D NAND technology. Samsung, SK hynix and Kioxia (+Western Digital) are sharing their latest 3D TLC NAND designs and Intel is presenting their 144-layer 3D QLC NAND. Not participating this year are Micron (who announced their 176L 3D NAND late last year) and Chinese newcomer YMTC.

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The Samsung 870 EVO (1TB & 4TB) Review: Does the World Need Premium SATA SSDs?

The Samsung 870 EVO (1TB & 4TB) Review: Does the World Need Premium SATA SSDs?
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Can These 3 Semiconductor Stocks Keep Up Their Strong Growth Momentum?

Silicon chips are absolutely essential to our modern digital world. You’ll find them in everything from your PC to your smartphone to your car to your coffee maker – even the pedestrian light at the crosswalk is controlled by semiconductor chips, giving the chip makers the benefit of a captive customer base. 5-star analyst C.J. Muse, of Evercore ISI, builds his view of the chip stocks’ prospects on that base, writing: “With every industry vertical increasingly focused on digitalization combined with product cycles including 5G, AI/ML, a broad-based recovery in Auto/Industrial as well as expected continued strength in PCs and a recovery in Networking … our base case calls for Semi revenues to grow 14% in CY21 to $500B.” This isn’t the only positive point, as Muse goes on to say, “Add in potential for stimulus combined with very lean inventories and likely supply constraints and we think risk for growth is higher and that we may fin

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