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The global supply of NOR flash memory remains constrained amid rising demand for AMOLED panels and touch screen displays, leading one market watcher to forecast a 20 percent increase in NOR pricing in the third quarter. DRAMeXchange, a unit of market research firm TrendForce that tracks memory pricing, said current global NOR flash manufacturing capacity is limited to 88,000 300mm wafers per month. The firm expects the NOR supply to remain tight because related components require a high level of customization and ramping production is difficult. According to Avril Wu, research director of DRAMeXchange, several major suppliers of NOR flash have plans to reduce production or gradually exit the market. "Cypress, for instance, is reducing the portion of NOR Flash in its product mix as the company shifts its focus towards automotive and industrial IC markets," Wu said through a press statement.
NOR Prices Forecast to Rise 20% in Q3 | EE Times
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Some smaller NOR suppliers have plans to expand their production capacity in the response to tight supply, DRAMeXchange said. Winbond for instance, will add another 6,000 wafer starts to its total monthly capacity by the year’s end, increasing its supply from 44,000 wafers per month to 50,000 wafers per month, the firm said.
NOR Prices Forecast to Rise 20% in Q3 | EE Times
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But after more than three decades in charge of the company, Rodgers was asked to leave in 2016. He did so without a fight, but not for long; he has now turned activist investor, a role that as CEO he often disdained, in a vicious and public battle that involves mudslinging on both sides, a fraught shareholder vote and a chairman who became the American face of China’s ambitions to buy into the chip industry. It is the chairman, Ray Bingham, who sits at the center of the current mess because of his involvement with a private-equity firm reportedly funded by the Chinese government, amid a yearslong debate about China’s ability to buy U.S. chip companies and knowledge. The private-equity firm’s purchase of another Silicon Valley chip company has led Rodgers to sue his former company, and win, and basically accuse Bingham of being a corporate spy with the potential to buy Cypress with his Chinese partners. “He was providing confidential information on the status of Cypress’s M&A activities to an outside party that was seeking acquisition opportunities in the semiconductor industry and is a potential acquirer of Cypress itself,” Rodgers said in statement last month.
Burning Cypress: Ousted CEO wages bruising battle with company he built
The fight first became public in late January, a few months after Lattice Semiconductor Corp.(LSCC) agreed to be acquired by Canyon Bridge Partners, an investment group with ties to the Chinese government, for $1.3 billion. At the time, Rodgers—who was no longer with the company—and Cypress’s new CEO and chief financial officer, according to legal documents, did not know that Bingham, Cypress’s chairman, was a “founding partner” of Canyon Bridge Partners until they read the press release announcing the deal.
Burning Cypress: Ousted CEO wages bruising battle with company he built
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