This article is compiled by Semiconductor Industry Review (ID: ICVIEWS)In the face of the most severe oversupply situation in 2023, industry prices rose nearly 10% in the fourth quarter.According to TrendForce, the NAND Flash industry revenue in the fourth quarter of 2023 grew significantly by 24.5% quarter-on-quarter, reaching $11.49 billion. This growth is attributed to … Read more
Click the above“blue text”to follow us! As a globally renowned memory manufacturer, Micron recently held its 2019 Investor Conference, during which it showcased the development and planning of the next generation of DRAM and NAND Flash technologies. It is reported that Micron’s technology research and Fab manufacturing facilities are spread across the globe, with core … Read more
Unisplendour’s Tongfang Guoxin has proposed a private placement of 80 billion RMB for capital increase aimed at the Flash industry. This capital increase is nearly 60% of the scale of the National Integrated Circuit Industry Investment Fund, indicating a high concentration of capital in promoting the Flash industry. A report from TrendForce’s Tsinghua Unigroup will … Read more
Smartphones are the largest application market for NAND Flash. In 2015, the demand in the high-end market was primarily concentrated on capacities above 32GB, increasingly shifting towards 64GB, which is the main driver of NAND Flash consumption. However, due to the decline in demand for high-end smartphones, the sales of Samsung Galaxy S6/S6 Edge/Note 5 … Read more
Against the backdrop of a structurally imbalanced global supply chain, issues such as inventory and output have led to a decline in the willingness of end customers, especially PC clients, to procure storage chips. In Q4 2021, both NAND Flash and DRAM ASPs from various manufacturers experienced varying degrees of sequential decline, resulting in a … Read more
Introduction: In the context of a sluggish global economy, both manufacturers and brand companies faced significant inventory and shipment pressures in the first half of 2019, leading to a simultaneous decline in both volume and price of NAND Flash and DRAM. This situation severely impacted the Q1 financial reports of storage manufacturers, resulting in halved … Read more
In the fourth quarter of 2019, demand from data centers was strong, and supplier inventory decreased. In the first quarter of 2020, revenue performance remained flat compared to the previous quarter amidst a situation of reduced volume and increased prices. According to a survey by TrendForce’s Semiconductor Research Center (DRAMeXchange), benefiting from the growth in … Read more
TrendForce indicates that, apart from Kioxia and Western Digital (WDC) increasing their capacity utilization rates since the first quarter of this year, other suppliers have generally maintained a low production strategy. Although NAND Flash procurement volume in the second quarter has slightly decreased compared to the first quarter, the overall market atmosphere continues to be … Read more
Recently, Samsung announced that in response to the continued weakening of demand, it will expand its production cuts to 50% starting in September, primarily focusing on processes below 128 layers. According to TrendForce, other suppliers are also expected to follow suit and increase their production cuts in Q4, aiming to accelerate inventory reduction. It is … Read more
Due to increased demand from SSDs and servers, the price of NAND Flash memory has risen for the first time in 16 months. However, the market anticipates that this increase may be temporary, with a potential decline as early as next year. According to a report by Nikkei News on the 23rd, the wholesale price … Read more