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Technology Sector Leads Market Plummet Amid Fear of Inflation

The volatility of the semiconductor industry is extending to Wall Street and international trading markets. With chip shortages worsening due to unprecedented events and increased consumer demand, inflation fears are mounting for investors.

Regulatory Approval of SK Hynix Acquisition of Intel's NAND Business Progresses

The SK Hynix acquisition of Intel’s NAND storage and memory business receives approval from US. The EU has set its regulatory review deadline for May 20.

New Blockchain, Chia, Increases Global Demand for Server Components

Demand for SSD, HDD, GPU and CPU components is increasing as the market responds to new blockchain cryptocurrency Chia.

Fire at Renesas Plant Affects Supply of Automotive Chips, MOSFETs and More

A fire is the second disaster to disrupt production at the Renesas Naka factory in Japan in 2021, affecting supply of automotive and nonautomotive chips

Embedded Multimedia Card Supply Tightens with NAND Flash Market

For SSDs and eMMCs in particular, NAND Flash is affecting pricing and supply. eMMC products under 32GB feature 2D NAND or 64L 3D NAND prices are increasing

Looming Effects of Continued Drought in Taiwan

The island of Taiwan is experiencing its worst drought in over 50 years. This could mean exponentially worsening shortages in late Q2 2021. 

US Government to Assess Supply Chain Weaknesses

US President Biden signed an executive order aimed to assess the country’s supply chain weaknesses to avoid shortages from PPE to semiconductors.

Texas Power Shortages Disrupt Fabs in Austin Area

The commodity chip supply chain suffered another major disruption after Texas reported widespread power shortages and rolling blackouts.

Renesas Factory Shutdown Creates Additional Uncertainty for Automakers

On Feb. 13, a magnitude 7.3 earthquake hit the coast of Japan injuring 48 people in the Fukushima and Miyagi prefectures. This resulted in Renesas’ Naka factory being hit with a temporary blackout.

SSD Market Projections for 2021

SSD supply follows cyclical market demand and production for memory modules. But a Q3 shortage could result from allocation issues and material shortages

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