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SK Hynix, the second-largest DRAM producer and one of the major NAND manufacturers, is hesitant about whether to apply for incentives extended by the US federal government and is looking to buy more time to adjust its global production capacity.
Automobiles are poised to be one of the major drivers for the semiconductor industry's growth. To boost its automotive chip capacity, China announced it aims to set up more than 30 standards by 2025, encouraging and regulating related technology development.
According to TrendForce, NAND flash ASPs will continue to fall but at a slower 5-10% rate in the second quarter of 2023, and whether prices continue to fall in 2H23 will depend on demand.
Phison Electronics, which specializes in flash device controllers, is considering opening a R&D center in Malaysia to diversify its operations, according to company CEO K. S. Pua.
DRAM ASPs are expected to fall further in the second quarter, albeit at a slower rate, after falling as much as 20% in the first quarter of 2023, according to TrendForce. Nonetheless, there appears to be no end in sight to the price decreases, said TrendForce.