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.
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.
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.
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.
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.
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.
Top25 semiconductor suppliers' sales growth to skyrocket November 18, 2021 The semiconductor market is forecast to increase 23% this year, fueled by changing habits caused by the Covid-19 pandemic and the subsequent economic rebound from it in 2021, says IC Insights. The market research company also provides a projected ranking of the top 25 semiconductor suppliers based on sales growth rate.
Chip M&A deals reach USD 22bn; no mega-deals in sight September 29, 2021 After a record-high start in 1Q21, semiconductor merger and acquisition announcements cool off a bit without the “megadeals” seen in 2020.
Farnell adds 20'000 new products - targets the home office April 14, 2021 Farnell, an Avnet Company and global distributor of electronic components, products and solutions, has added 20'000 new electronic and electrical products to its portfolio.
Nvidia's $40 billion ARM purchase will test current M&A "ceiling" September 21, 2020 Potentially the largest acquisition in semiconductor history faces plenty of obstacles.
Six chip companies expecting an increase in 2Q sales June 05, 2020 Because of uncertainty regarding the impact of Covid-19 on business in the second half of this year, many semiconductor companies have not provided full year 2020 guidance.
Samsung expected to extend lead over Intel to 19% November 16, 2018 The expected top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 2018 includes seven suppliers headquartered in the U.S.*, three in Europe, two each in South Korea and Japan, and one in Taiwan.
Top-15 1H18 semi suppliers – Samsung extends its lead August 28, 2018 The top-15 worldwide semiconductor (IC and O-S-D—optoelectronic, sensor, and discrete) sales ranking for 1H18 includes seven suppliers headquartered in the U.S., three in Europe, two each in South Korea and Taiwan, and one in Japan.
NAND flash prices expected to cool further July 12, 2018 Overspending by the major NAND suppliers expected to further cool NAND flash prices this year, predicts market analyst IC Insights.
Start-up says Apple infringes on their camera technology November 08, 2017 Israeli-based Corephotonics, which develops dual camera technologies for mobile devices, says that tech-giant Apple is infringing on its patents.
Toshiba gets shareholder approval for sale October 24, 2017 Toshiba’s shareholders approved the Share Purchase Agreement (SPA) previously entered into with K.K. Pangea, for the sale of Toshiba Memory Corporation (TMC).
Micron names new EVP of Global Operations October 18, 2017 Micron Technology has appointed Manish Bhatia as executive vice president of Global Operations. He will report directly to Sanjay Mehrotra, president and CEO.
Western Digital hits back at some of Toshiba's claims October 11, 2017 The company has seen what it believes to de series of inaccurate statements and mischaracterizations regarding Western Digital, SanDisk, the NAND flash-memory JV’s, and has decided to set the record straight.
Toshiba Memory Corp to further invest in production equipment October 11, 2017 Toshiba Corporation has approved a further investment by Toshiba Memory Corporation (TMC) in manufacturing equipment for the Fab 6 clean room under construction at Yokkaichi Operations.
Toshiba sells to Bain-led group September 29, 2017 Toshiba has signed a EUR 15.1 billion agreement to sell its semiconductor business to a consortium led by private equity firm Bain Capital.
WDC's Sandisk subsidiaries initiate new arbitration proceedings against Toshiba September 21, 2017 Western Digital says that several of its SanDisk subsidiaries have filed an additional Request for Arbitration with the ICC International Court of Arbitration related to three NAND flash-memory JVs operated with Toshiba.
Toshiba will have a hard time selling TMC without WD's consent September 14, 2017 Yesterday Evertiq reported that Toshiba has signed a MoU with Bain Capital Private Equity LP (Bain), in a bid to negotiate a definitive agreement for the sale of TMC by the end of this month.
Toshiba Memory readies Kitakami site for expansion September 06, 2017 Toshiba Memory Corporation (TMC) has selected Kitakami City in Iwate prefecture as the next location to expand its Flash memory operations. TMC has started preliminary procedures to establish an appropriate site.
Most of 2017 capital spending will go to foundry and Flash memory September 05, 2017 Following a substantial increase in semiconductor capital expenditures during the first half of this year, IC Insights raised its annual semiconductor capex forecast to a record high of USD 80.9 billion for 2017, a 20 percent increase from USD 67.3 billion in 2016.
Jayapalan heads from Western Digital to Micron August 25, 2017 Micron Technology has appointed Anand Jayapalan as vice president of the Storage Business Unit. He will report to Sumit Sadana, Micron's executive vice president and chief business officer.
NAND Flash prices keep rising in 3Q17 August 23, 2017 DRAMeXchange, a division of TrendForce, reports that the NAND Flash market continued to experience tight supply in the second quarter. As a result, contract prices of various lines of NAND Flash products rose by 3 to 10 percent from the first quarter despite the seasonal headwinds.
Toshiba with unilateral investment in Yokkaichi August 03, 2017 Toshiba Memory Corporation (TMC) will unilaterally invest in manufacturing equipment for the Fab 6 clean room at Yokkaichi Operations.
2H17 DRAM, NAND ASP growth to cool, but yearly growth strong July 18, 2017 Sales of both memory types—DRAM and NAND—are expected to set record highs this year. In both cases, the strong annual upturn in sales is being driven almost entirely by fast-rising average selling prices, writes market analyst IC Insights.
Toshiba's comments on temporary restraining order July 12, 2017 Toshiba Corporation has commented on the on Temporary Restraining Order (TRO) regarding SanDisk Data Shutout.
Toshiba pumps money into Fab 6 at Yokkaichi operations June 29, 2017 Toshiba will channel approximately JPY 180 billion (EUR 1.4 billion) into Fab 6 at Yokkaichi Operations, TMC’s Flash memory facility.