NAND and DRAM contract prices set to increase even more
May 08, 2024
TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20%. Only eMMC/UFS will be seeing a smaller price increase of about 10%.
Powertech to boost CAPEX by 50% to meet demand for memory
May 06, 2024
Chip testing and packaging provider Powertech Technology Inc has revealed it will spend USD 460 million on advanced capacity and equipment.
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Samsung starts mass production of next-gen V-NAND
April 26, 2024
Samsung Electronics has started making 286-layer NAND flash memory chips, which expand bit density by 50% compared with 8th-generation V-NAND tech.
AI demand drives growth in QLC enterprise SSD shipments
April 23, 2024
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers.
Toshiba to axe 5,000 jobs as re-structure continues
April 22, 2024
Japan's Toshiba Corp is reported to have cut its staff count by 5000 – that's 10% of the total – as it tries to streamline its operations as a private company.
Micron standing by for $6.1bn CHIPS and Science Act package
April 19, 2024
US memory chip specialist Micron Electronics will receive a US government subsidy worth USD 6.1 billion next week, say multiple reports.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
Q2 NAND flash contract prices expected to rise by 13–18%
March 28, 2024
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
Farnell inks distribution agreement with Alliance Memory
March 27, 2024
Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.
Rochester and IM ensure availability of legacy storage solutions
March 26, 2024
Rochester Electronics and Intelligent Memory (IM) have joined forces to ensure the continued availability of mature and legacy DRAM and NAND storage solutions tailored for industrial and embedded applications.
Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
WDC names leadership for Flash & HDD units after split
March 06, 2024
Western Digital Corp. has previously disclosed its plan to separate into two independent, publicly traded companies. Now the company says that significant progress towards the separation is underway.
NAND Flash industry revenue grows 24.5% in Q423
March 06, 2024
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
OpenTitan launches world's first open-source silicon project
February 16, 2024
After five years of development, the OpenTitan coalition and lowRISC and have unveiled the first open-source silicon project to reach commercial availability.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
Japanese government gifts $1bn to Kioxia and Western Digital
February 07, 2024
The Japanese Ministry of Economy, Trade and Industry has said it will give Kioxia and Western Digital USD 1 billion to boost memory production.
Samsung opens DRAM research centre in Silicon Valley
January 29, 2024
Samsung's US research division, DSA, has launched a new lab to develop next-generation three-dimensional (3D) DRAM memory.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
Just 9 of the top 25 chip makers boosted revenue in 2023
January 19, 2024
The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.
Memory trends: What’s hot in semiconductor memory in 2024
January 12, 2024
If 2023 has proven one thing, then that semiconductor memory is not for the faint of heart. 2024 promises to get a lot better for memory manufacturers but it will also be a bit tougher for OEMs and IDMs who need to say goodbye to the bargain prices from 2023. What else will we see? Here are the top 5 memory trends for 2024.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
Sahasra to invest $42m in semiconductor packaging facility
December 15, 2023
Indian electronics group Sahasra is starting a three year program to become one of the first companies in the country to compete in the memory assembly, testing, marking and packaging (ATMP) space.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
NAND Flash industry revenue grows 2.9% in 3Q23
December 05, 2023
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Gartner: semiconductor revenue to grow 17% in 2024
December 04, 2023
In its latest forecast, Gartner projects that global semiconductor revenue will grow 16.8% in 2024 and reach USD 624 billion. In 2023 however, the market is expected to to drop 10.9%, reaching USD 534 billion.
The memory rollercoaster ride
November 08, 2023
The semiconductor industry and especially the semiconductor memory business is not for the faint of heart. The volatility that you regularly see in this market is unmatched by any other industry.
Global SSD shipments down 10.7% YoY in 2022
November 07, 2023
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021.
Western Digital to split into two companies
October 30, 2023
Western Digital Corp. says that it is looking to split itself into two companies, separating its HDD and Flash businesses.
Mobile DRAM and NAND flash contract prices on the rise
October 26, 2023
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all – NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter.
Q4 NAND flash contract prices to climb 8~13%
October 17, 2023
TrendForce research indicates a significant rise in NAND Flash contract prices in the fourth quarter, with an anticipated hike of approximately 8~13%.
Q4 DRAM contract prices set to rise
October 16, 2023
TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
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