NEWS + INSIGHTS

The EU, US and Asia all have one thing in common when it comes to semiconductors—all are willing to invest billions in research and production to claim a stronger stake in global market share.

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

Global semiconductor company, AMD, displayed steady growth in recent years, but the company’s expanding bubble nearly burst amid supply chain woes. A combination of rising market share stunted by a lack of supplier diversification and the global chip shortage were just a few factors that rocked the company and led it to re-evaluate its production model.

The island of Taiwan is experiencing its worst drought in over 50 years. For the entire semiconductor industry, this could mean exponentially worsening shortages.

Legacy case size MLCCs (widely used in the US and Europe) have become difficult to source in recent months.

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.

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.

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

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

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