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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:
Bell Semiconductor is suing companies left and right
May 12, 2022
In late April, Bell Semiconductor, a Pennsylvania-based technology and intellectual property licensing company, filed lawsuits against Micron, Infineon, Nvidia and seven other companies alleging infringement of one of its patents.
Sluggish demand leads to lower prices for NAND Flash wafer
May 10, 2022
According to TrendForce research, looking at NAND Flash wafers, the pricing of which more sensitively reflects the market, suppliers are increasingly motivated to cut prices in exchange for sales due to weak retail demand since March and a more conservative outlook for shipments of other end products.
NAND and DRAM are poised to hit new revenue records
May 09, 2022
Market research and strategy consulting company, Yole Développement, says that despite the numerous global challenges, the memory market will grow to over USD 260 billion in 2027.
Top 5 wafer capacity leaders raise their global share to 57%
April 21, 2022
At the end of 2021, 57% of the industry’s total monthly wafer capacity was owned by just five companies. One year earlier the share held by the top five was 56% and back in 2018 it was 53%. If we go back a decade, that share was about 40%, according to Knometa Research.
Kioxia and WDC invest in new memory manufacturing facility
April 15, 2022
Kioxia and Western Digital Corp. have finalised a formal agreement to jointly invest in the first phase of the Fab7 (Y7) manufacturing facility at Kioxia’s Yokkaichi Plant in the Mie Prefecture of Japan.
Kioxia starts the construction of Fab2 at its Kitakami plant
April 06, 2022
The memory specialist has broken ground for its new semiconductor fabrication facility (Fab2) at its Kitakami Plant in Iwate Prefecture, Japan.
NAND Flash pricing to gain 5~10% in 2Q22
March 30, 2022
Market intelligence provider TrendForce expects the pricing of NAND Flash to increase 5~10% in 2Q22 in the wake of raw material contamination at Kioxia and WDC in early February.
Kioxia to expand 3D flash memory capacity with new fab
March 23, 2022
Memory specialist Kioxia says it will will start constructing a new fabrication facility (Fab2) at its Kitakami Plant in Iwate Prefecture, Japan in order to expand the of production of its 3D Flash memory BiCS FLASH.
Strong earthquake hits northeastern Japan
March 17, 2022
A powerful magnitude 7.3 earthquake occurred off the coast of Fukushima, Japan on the evening of March 16. Most of northeastern Japan is a production center for global upstream semiconductor raw materials.
2022 flash memory CapEx to reach $29.9B
March 15, 2022
IC Insights forecasts NAND flash memory capital spending to rise 8% this year to USD 29.9 billion, surpassing the previous all-time high mark of USD 27.8 billion spent in 2018.
Kioxia's production returns to normal after contamination
March 03, 2022
Back in February, Western Digital Corp. and Kioxia announced that there had been a contamination of certain material used in the manufacturing processes the companies Yokkaichi and Kitakami flash fabrication facilities.
Kioxia to acquire Chubu Toshiba Engineering
February 25, 2022
Kioxia has entered into a definitive agreement with Toshiba Digital Solutions Corporation to acquire all of the outstanding shares of its subsidiary, Chubu Toshiba Engineering (CTE) Corporation, as the company aims to strengthen its development capabilities.
Total NAND Flash revenue drops 2.1% QoQ in 4Q21
February 22, 2022
In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce’s investigations.
Kioxia / WDC contamination incident expected to affect NAND prices
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February 10, 2022
WDC recently stated that certain materials were contaminated in late January at NAND Flash production lines in Yokkaichi and Kitakami, Japan which are joint ventures with Kioxia.
