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.
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.
Is Tesla in talks with SK Hynix for $725 million eSSD order? October 28, 2024 Tesla has pledged to invest USD 10 billion every year in building its AI supercomputer, Dojo, for which the US carmaker needs fast and large capacity drives to improve the system’s efficiency.
SK hynix opens office in Poland October 08, 2024 South Korean memory manufacturer is opening a research and development center in Gdańsk, Poland.
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.
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.
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.
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.
Solidigm shuts down South Korean unit September 19, 2023 Amid a sluggish NAND market Solidigm, a US-based memory chip company under the SK hynix banner, has shut down its unit in South Korea.
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%.
Slump in both volume and price leads to enterprise SSD revenue falling by nearly half June 06, 2023 TrendForce reports that an amalgamation of off-season effects and high inflation caused a slump in purchasing enthusiasm in markets like North American server ODM and China. This led to a surge in Q1 inventory levels for enterprise SSD suppliers, contrary to the anticipated reduction.
Total NAND Flash revenue falls 16.1% in 1Q23 June 01, 2023 TrendForce’s recent analysis reveals that purchasing momentum in the NAND Flash market has decelerated during 1Q23.
Global NAND flash revenue reports 25% QoQ decline in 4Q22 March 17, 2023 TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20–25%.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22 March 13, 2023 Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
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.
Added pressure on China – US restrictions now include memory October 10, 2022 The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
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.
Mouser adds 35+ new manufacturer brands to its line card September 23, 2022 Mouser Electronics continues to expand its line card by adding 36 new manufacturers through the end of August 2022.
Solidigm to build US R&D facility, adds 1,900 jobs September 15, 2022 Semiconductor company Solidigm has announced a research and development facility in Rancho Cordova, California, which will be home to 1,900 jobs in Greater Sacramento
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.
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.
NAND Flash pricing to gain 5~10% in 2Q22 March 30, 2022 Market intelligence provider TrendForce expects the pricing of NAND Flash to increase 5~10% in 2Q22 in the wake of raw material contamination at Kioxia and WDC in early February.
Total NAND Flash revenue drops 2.1% QoQ in 4Q21 February 22, 2022 In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce’s investigations.
Intel Sells SSD business and Dalian facility to SK hynix December 30, 2021 The US chipmaker says that it has completed its first closing in the sale of its NAND and SSD business to SK hynix.