Samsung slipped to third place in global top 20
April 18, 2024
According to Omdia's latest report the semiconductor industry experienced a downturn in the market, with 2023 revenues slipping 9% to USD 544 billion compared to 2022. This decline however follows two years of record growth – which only serves to illustrate the cyclical nature of the industry.
Rapidus to receive $3.9bn in government subsidies
April 05, 2024
The Japanese government has pledged up to $3.9bn to help domestic chip maker Rapidus to better compete in the advanced semiconductor space.
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.
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.
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.
Japan to spend $300m on public sector chip R&D centre
February 09, 2024
Japan's Ministry of Economy, Trade and Industry (METI) has approved a huge grant to support the country's Leading-edge Semiconductor Technology Center (LSTC).
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.
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.
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.
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.
Kioxia and Western Digital calls off merger talks
October 26, 2023
The negotiations to create a memory giant by merging Western Digital's semiconductor memory business and Japan's Kioxia Holdings have been called off, according to Nikkei.
Q2 NAND flash revenue up 7.4%
September 14, 2023
TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10–15%.
Suppliers hike wafer contract prices
August 31, 2023
Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices.
Powerchip targets Japanese JV to boost chip production
July 24, 2023
Taiwan chipmaker Powerchip Semiconductor Manufacturing says it wants to set up a new JV in Japan, which it will list in 'five to seven years'.
Slump in both volume and price leads to enterprise SSD revenue falling by nearly half
June 06, 2023
TrendForce reports that an amalgamation of off-season effects and high inflation caused a slump in purchasing enthusiasm in markets like North American server ODM and China. This led to a surge in Q1 inventory levels for enterprise SSD suppliers, contrary to the anticipated reduction.
Kioxia starts operation at two new R&D facilities
June 01, 2023
Kioxia has officially started operation at two new R&D facilities — its flagship building at the Yokohama Technology Campus and the Shin-Koyasu Technology Front — strengthening the company’s R&D capabilities in flash memory and SSDs.
Total NAND Flash revenue falls 16.1% in 1Q23
June 01, 2023
TrendForce’s recent analysis reveals that purchasing momentum in the NAND Flash market has decelerated during 1Q23.
Adeia signs long-term patent license deal with Kioxia
April 04, 2023
flash memory and solid-state drive specialist Kioxia Corporation entered into a long-term agreement to license Adeia’s semiconductor patent portfolio, including those relating to hybrid bonding.
All-time high in store for global 300mm semiconductor fab capacity
March 28, 2023
Semiconductor manufacturers worldwide are forecast to increase 300mm fab capacity to an all-time high of 9.6 million wafers per month (wpm) in 2026, SEMI reports.
Global NAND flash revenue reports 25% QoQ decline in 4Q22
March 17, 2023
TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20–25%.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
Western Digital in advanced talks of a merger with Kioxia
January 23, 2023
Memory chip manufacturers Western Digital Corp and Kioxia Holdings are reportedly in advanced talks regarding a possible merger.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
December 05, 2022
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
Kioxia and WDC officially open Fab7 in Japan
October 26, 2022
Kioxia Corporation and Western Digital Corporation have officially opened its new semiconductor fabrication facility, Fab7, at the Yokkaichi Plant in Mie Prefecture, Japan.
SSD shipments via distribution channels reached 127M units in 2021
October 13, 2022
According to TrendForce research, SSD shipments through global distribution channels reached 127 million units in 2021, with an annual growth rate of 11%.
Memory manufacturers initiate rare production reduction
October 03, 2022
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation, the Russian-Ukrainian war, and pandemic policies, demand in peak season was weak, resulting in inventory pressure that has extended from the buyer side to manufacturers.
Kioxia to adjust flash memory production by 30% at two plants
September 30, 2022
Japan’s Kioxia Corporation says that it will reduce the production volume at two of its flash memory plants.
Supplier pricing clash crashes prices to reduce inventory
September 26, 2022
According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders, causing wafer pricing to drop by 30-35% in 3Q22.
Total 2Q22 NAND flash revenue increases 1.1% QoQ
September 02, 2022
According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident.
2Q22 enterprise SSD revenue growth to reach 31% QoQ
August 29, 2022
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages.
Kioxia & WDC to receive government subsidy for JV fab
July 29, 2022
Kioxia Corporation and Western Digital Corporation say that their joint venture, the Fab7 manufacturing facility at Yokkaichi Plant, has been approved to receive up to JPY 92.9 billion (USD 699.3 million) in subsidy from the Japanese government.
Japan’s next chip challenge: finding engineers
June 29, 2022
Japan, along with a number of companies, has invested a lot to build up the country’s domestic chip industry. The next challenge is to find a multitude of engineers to run and operate it.
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