SanDisk's new era: independent and live on Nasdaq
February 25, 2025
SanDisk Corporation has officially completed its separation from Western Digital and will begin trading as an independent public company on the Nasdaq Stock Market.
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Aerospace semiconductor market to touch $15B by 2034
February 24, 2025
In 2024, North America held over 38% of the aerospace semiconductor market, with revenues around USD 2.6 billion. The US market is expected to grow at a CAGR of 6.2%.
AI demand and production cuts to boost NAND prices in 2H25
February 19, 2025
The NAND Flash market remains oversupplied in early 2025, keeping prices low and pressuring suppliers. However, TrendForce predicts a rebound in the second half as AI-driven demand rises and production slows.
Western Digital to complete separation from SanDisk
February 18, 2025
Western Digital Corporation (WDC) is set to finalise the long-planned separation of its flash business from its hard disk drive (HDD) operations, forming two independent, publicly traded companies.
Top 10 largest semiconductors suppliers in 2024
February 06, 2025
It has become a tradition that on the occasion of each Evertiq Expo we publish a Top List dedicated to a different branch of the electronics industry. On February 6, the second edition of our expo was held in Sophia Antipolis, which is recognized as the capital of France's Silicon Valley. So this time we publish the Top 10 global semiconductor suppliers - we based the list on the latest data published by Gartner analysts.
Samsung reports sharp drop in profit amid chip slowdown
February 03, 2025
The South Korean company’s chip business showed a 2.9 trillion won operating profit due to the tech giant’s slow transition to HBM chips specialized for AI processors.
More pain to come for NAND Flash manufacturers?
January 24, 2025
Industry continues belt-tightening in bid to balance market in 2025
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.
Nova Metrion selected by unnamed memory manufacturer
January 14, 2025
Nova’s Metrion platform has been selected by an unnamed memory manufacturer for its most advanced DRAM R&D as well as DRAM and NAND high-volume manufacturing lines.
Micron breaks ground on new $7B HBM advanced packaging facility
January 08, 2025
Micron Technology has started construction on a new High-Bandwidth Memory (HBM) advanced packaging facility in Singapore, near its existing operations.
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.
Global semiconductor equipment sales to reach $139B in 2026
December 11, 2024
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record, reaching USD 113 billion in 2024, growing 6.5% year-on-year, SEMI reports.
Celebrating 40 Years of Flash Memory: A Journey of Innovation and Transformation
December 10, 2024
In December 1984, during the IEEE Integrated Electronics Devices Conference, Fujio Masuoka unveiled a groundbreaking technology that would forever change the landscape of data storage: Flash memory. Fast forward 40 years, and Flash memory is now an indispensable component of everything from smartphones to enterprise data centers, embedded systems, and beyond. This milestone is not only a celebration of an extraordinary invention but also a reflection of how far we've come in the world of technology.
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.
DRAM prices fall in 2025 amid weak demand and rising inventory
November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
Samsung's new R&D complex takes shape
November 19, 2024
Samsung says that it will start installing equipment at its new semiconductor research and development complex (NRD-K) at its Giheung campus, located south of Seoul.
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.
RRP Semiconductor secures $52 million solar project order
November 07, 2024
The order from Telecrown Infratech involves the supply and import of critical materials including silicon solar cells, melted silicon crystals and polycrystalline materials.
Global semiconductor revenue to grow 14% in 2025
October 31, 2024
Global semiconductor revenue is projected to grow 14% in 2025 to total USD 717 billion, according to the latest forecast from Gartner. In 2024, the market is forecast to grow 19% and reach USD 630 billion.
Top 5 SSD module makers continue to gain market shares
October 23, 2024
TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance.
Increased supply and weakened demand to lower NAND Flash prices
October 15, 2024
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3.
Merck KGaA opens SOD facility in South Korea
October 14, 2024
The spin-on-dielectric (SOD) application center has advanced tech for measuring and analyzing SOD materials coated on silicon dioxide films and will operate as part of Merck’s global R&D network.
SK hynix opens office in Poland
October 08, 2024
South Korean memory manufacturer is opening a research and development center in Gdańsk, Poland.
Samsung starts mass producing SSD for AI PCs
October 04, 2024
The PM9E1 SSD, which boasts the industry’s highest performance and largest capacity, is built on its in-house 5-nanometer-based controller and eighth-generation V-NAND technology, the company said.
Construction starts on Lam Research's Indian expansion
October 01, 2024
Lam Research has broken ground on a brand-new systems lab at its India Center for Engineering in Bengaluru.
Global chip industry to invest $400 billion in 300mm fab equipment
September 30, 2024
Spending is forecast to increase to USD 99.3 billion in 2024 and further grow to USD 123.2 billion in 2025. It is projected to reach USD 136.2 billion in 2026 and USD 140.8 billion in 2027.
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.
Samsung begins mass production of 1Tb QLC 9th Generation V-NAND
September 13, 2024
The QLC 9th-generation V-NAND flash minimizes the area of cells and peripherals to deliver the industry’s highest bit density, an increase of 86% over the previous generation of QLC V-NAND flashes.
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.
Poland’s Wilk Elektronik and Taiwan’s Phison to establish joint venture
September 06, 2024
The newly established company will focus on the development and design of secure software for NAND Flash memory.
Spot Market for memory struggles in first half of 2024
August 29, 2024
TrendForce reports that memory module makers have been aggressively increasing their DRAM inventories since 3Q23, with inventory levels rising to 11–17 weeks by 2Q24. However, demand for consumer electronics has not rebounded as expected.
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