NAND flash revenue surged over 20% in 2Q25 August 28, 2025 TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP.
Inventory weighs on Top 5 enterprise SSD vendors in 1Q25 June 19, 2025 TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.
SK hynix completes its acquisition of Intel's NAND business April 01, 2025 South Korean memory giant SK hynix has officially completed its acquisition of Intel’s NAND flash memory business, a deal initially announced in October 2020.
Graid secures $30M to boost data storage, protection March 10, 2025 This Series B funding round was led by HH-CTBC Partnership, a joint venture fund between Foxconn and CTBC, alongside Yuanta Ventures.
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.
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%.