Weak demand pushes 4Q24 NAND revenue down 6.2%
March 05, 2025
TrendForce’s reports that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.
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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.
Graid announces SupremeRAID SE Support for GeForce RTX 5000
February 14, 2025
With support for the GeForce RTX 5090, 5080, 5070 Ti, 5070, and 5060, professionals can leverage NVIDIA’s most powerful GPUs to maximize NVMe SSD performance, the company said.
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.
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.
Samsung reshuffles leadership to drive semiconductor growth
November 28, 2024
Samsung Electronics has reorganized its leadership to drive future growth and sharpen its competitive edge, with a strong focus on the semiconductor business.
SK Hynix posts record quarterly profit amid AI boom
October 25, 2024
The world’s second-biggest memory chipmaker reported an operating profit of 7 trillion won (USD 5 billion) for the July-September quarter from a loss for the same period last year.
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.
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.
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.
Delta acquires Alps Alpine's power inductor business
August 29, 2024
Power management specialist Delta has signed an agreement to acquire the power inductor and powder materials business and assets, including production and R&D equipment, patents, and intellectual property of Japanese company Alps Alpine and its subsidiary, Alps Electric Korea, for approximately USD 71 million.
Q3 prices of NAND Flash expected to rise by 5–10%
July 03, 2024
TrendForce reports that while the enterprise sector continues to invest in server infrastructure — especially with the rising adoption of AI driving demand for enterprise SSDs — the consumer electronics market remains lacklustre.
Alphawave Semi expands partnership with Samsung Foundry
June 13, 2024
High-speed connectivity and compute silicon specialist Alphawave Semi is expanding its strategic partnership with Samsung Foundry.
NAND flash revenue grew by 28.1% in 1Q24
June 03, 2024
New data from TrendForce has revealed a bumper quarter of growth in the NAND memory sector – and it is projecting another burst of growth in Q2.
Did we finally learn the lesson, or is this just the calm before the storm?
May 21, 2024
Following the earthquake in Taiwan in April, the industry expected an impact on chip and especially memory prices. After all, 65% of the world’s advanced nodes are being produced there, and when it comes to AI servers the figure is even higher.
Samsung starts mass production of next-gen V-NAND
April 26, 2024
Samsung Electronics has started making 286-layer NAND flash memory chips, which expand bit density by 50% compared with 8th-generation V-NAND tech.
AI demand drives growth in QLC enterprise SSD shipments
April 23, 2024
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers.
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.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
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.
Global SSD shipments down 10.7% YoY in 2022
November 07, 2023
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021.
Q4 NAND flash contract prices to climb 8~13%
October 17, 2023
TrendForce research indicates a significant rise in NAND Flash contract prices in the fourth quarter, with an anticipated hike of approximately 8~13%.
Micron opens second assembly and test facility in Malaysia
October 13, 2023
US-based Micron Technology Inc has launched a new plant at Batu Kawan Industrial Park, Penang.
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%.
NAND Flash prices expected to stabilise and rebound in Q4
September 11, 2023
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
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