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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.
NAND Flash market oversupplied in 3Q22, says TrendForce
June 22, 2022
According to TrendForce research, as output from Kioxia and WDC grows month by month, it has become obvious that production capacity is sufficient to meet increased bit demand.
Kioxia completes acquisition of Chubu Toshiba Engineering
June 06, 2022
Memory solutions specialist Kioxia has completed the acquisition of Chubu Toshiba Engineering Corporation.
Rising demand drive 14.1% QoQ enterprise SSD revenue growth
May 26, 2022
According to TrendForce research, North American data centers saw an improvement in components supply after February, driving a recovery in purchase order volume.
Weakened demand and falling prices lead to NAND flash revenue decline
May 25, 2022
As manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced, according to TrendForce research.
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Manufacturers Reassess their Supply Chains
Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
