More pain to come for NAND Flash manufacturers?
January 24, 2025
Industry continues belt-tightening in bid to balance market in 2025
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NAND flash manufacturers to cut production in 2025
January 22, 2025
The NAND Flash industry will continue to struggle with weak demand and oversupply in 2025, according to TrendForce. To address this, manufacturers like Micron, Kioxia/SanDisk, Samsung, and SK hynix/Solidigm plan to cut production, which could lead to further industry consolidation over time.
The memory market: supply, demand, and geopolitical influences in 2025
December 30, 2024
As we head into 2025, the DRAM memory market is bracing for significant turbulence. With price erosion projected across multiple sectors and a shift in production dynamics, it’s clear that the landscape will look vastly different by the second half of 2025.
Enterprise SSD demand soars while consumer orders lag
November 28, 2024
TrendForce’s latest findings have shown that the NAND Flash industry recorded a 2% QoQ decline in bit shipments in 3Q24, but a 7% rise in ASP boosted overall revenue to USD 17.6 billion—making a 4.8% QoQ increase.
Semiconductor growth slows down in 2025
November 26, 2024
The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
Kioxia plans December IPO as Samsung widens lead
November 08, 2024
Bain Capital-backed Kioxia may use a new method for listing at the Tokyo Stock Exchange to speed up its IPO, which has been delayed in the past.
Memory chipmaker Kioxia scraps October IPO plan
September 27, 2024
Bain Capital, which holds a 56% stake in Kioxia along with SK hynix, had been targeting a market value of 1.5 trillion yen (USD 10.39 billion) for Kioxia.
NAND Flash shipments growth slows in 2Q24
September 10, 2024
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments.
Bain planning $500 million IPO for Japanese chipmaker Kioxia
August 23, 2024
The flash memory company has filed for an October IPO and is expected to garner a valuation of over 1.5 trillion yen (USD 10.3 billion).
Japanese chip firms could invest $31 billion by 2029
July 10, 2024
Major firms such as Sony Group and Mitsubishi Electric are planning to spend USD 31 billion in CAPEX this decade to boost production of power devices and image sensors, says a Nikkei report.
Record volume of IC wafer capacity coming online in 2025
June 06, 2024
A record volume of IC wafer capacity is set to come online in 2025, according to the latest Global Wafer Capacity 2024 report from Knometa Research. This surge in capacity comes amidst challenging global economic conditions and a recovering semiconductor market, which began showing signs of improvement in late 2023.
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%.
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