Apr 18, 2018 7:59:00 AM
The chart below shows the nature of the bottleneck in the MLCC supply chain and shows first how MLCC far exceed other dielectrics capabilities in creating capacitance in a very small case size. Tantalum comes very close and is therefore also benefiting from the short supply scenario in high cap MLCC.
Apr 17, 2018 8:20:00 AM
Apr 16, 2018 8:30:00 AM
According to the latest data of DRAMeXchange, the top three Server DRAM suppliers are progressing towards the specification of 32GB RDIMM, and the 2018 Q1 quotes offered by Server DRAM suppliers will grow by only 4% compared with 2017 Q4 in order to ensure sales by favorable prices. In Q2 of this year, as domestic server demand from China rises, the server DRAM prices will continue to rise.
According to Mark Liu, senior analyst at DRAMeXchange, the annual global server shipment will keep single-digit growth this year. Particularly, the growth in Chinese market in Q1 will reach an outstanding 20%. On the Server DRAM supply side, suppliers offer favorable contract prices in response to transition into new platform and high-density modules, dampening the price rise.
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Top three DRAM suppliers will flexibly adjust their product mixes, and put 16Gb mono die into mass production in Q3&Q4.
Cloud computing and cloud storage are the focus of market in recent years. On the one hand, the server industry has benefited from the popularity of smart end-devices; on the other hand, enterprise servers are growing cloud and drive the demand for network services, becoming the key growth momentum of server market.
Due to the increasing demand for Server DRAM and data centers worldwide, the top three DRAM suppliers will increase the proportion of advanced processes in overall output in Q3 & Q4, which will improve cost structure and high-density module's adoption rate.
Currently the Korean DRAM manufacturers plan to produce high-density 16Gb mono die in Q3 with the goal to effectively increase the penetration rate of modules with density above 64GB. In Q3 & Q4 of this year, the mainstream process of Server DRAM will gradually shift to 17nm and 18nm node. The increasing proportion of high-density chips and improvement in cost structure will accelerate the speed of transition into high-density modules.
Apr 11, 2018 8:55:00 AM
Apr 9, 2018 8:40:00 AM
Topics: Flash Memory
Mar 28, 2018 11:39:19 AM
Compared to DRAM, NAND Flash, and FPGA, the availability of passive components; such as resistors, MLCC, and antennas, was not of any concern within the electronics industry. These passive components are just basic building blocks within every electronic product providing minimal impact on the complexity of the design. However, the persistent shortage of passive components has created major supply chain challenges for the electronics OEMs and EMS.
Resistors are widely used to reduce current flow, adjust signal levels, divide voltages and terminate transmission lines. In addition to fixed resistors, variable resistors can be used to adjust circuit elements or sense device for heat, light, humidity, force and chemical activity.
The recent shortage of resistors began in Q3 2017 in the North America markets, where most of the resistors were sourced from suppliers in Japan and Europe The major reason was lack of capacity expansion from those Japanese and European suppliers. At that time it was not a global issue, as major resistor suppliers for the global market are in Taiwan and they seemed to be operating adequately.
However, the situation started to become critical in Q4 2017 when Taiwan resistor suppliers began increasing price and stopped taking future orders. For example:
In addition to these two major suppliers, other suppliers based in Taiwan and mainland China issued price increase notices on products and stopped taking orders for some of their products. The impact of such announcements on supply is critical because Yageo counts for 34% of global resistor monthly capacity of 3.6 trillion pieces.
The price hike in raw materials has also contributed to the price increase. Ceramic substrate, which counts for 30% of resistor raw material cost, has seen an over 30% price increase. Another raw metal material for the resistor is ruthenium, which is widely used as the resist layer that is screen printed on the resistor. The price for ruthenium has increased 275% since Feb 2017. Other materials, including corrugated paper and ink are also experiencing price increases.
On the demand side, the majority of demand growth is from the automotive sector, where most manufacturers are shifting to electronics-based products. They are consuming a substantial portion of the global capacity of resistors. ECIA reports that the average lead time for resistors has been steadily increasing from 2015, reaching over 18 weeks as of February 2018.
Passive components, such as resistors and MLCC, may not be as strategically important as memory and CPUs in the manufactured product, but they are equally as significant as other components. Lack of one resistor or MLCC will cause a line-down situation for manufacturers, delaying product delivery time.
As a trusted global supplier of electronic components, Advanced MP technology has been assisting its customers to overcome the ongoing components shortages. It is curial for the resistor procurement professionals to work with reputable and knowledgeable supply chain partners, such as Advanced MP Technology, to plan proactively on countermeasures for possible serious challenges in the supply chain.
Mar 14, 2018 10:21:11 AM
Feb 27, 2018 8:15:00 AM
*subject to change
Topics: Flash Memory