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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:
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
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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.
