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.
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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.
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.
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.
WDC names leadership for Flash & HDD units after split
March 06, 2024
Western Digital Corp. has previously disclosed its plan to separate into two independent, publicly traded companies. Now the company says that significant progress towards the separation is underway.
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.
Western Digital to split into two companies
October 30, 2023
Western Digital Corp. says that it is looking to split itself into two companies, separating its HDD and Flash businesses.
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.
Kioxia and WDC officially open Fab7 in Japan
October 26, 2022
Kioxia Corporation and Western Digital Corporation have officially opened its new semiconductor fabrication facility, Fab7, at the Yokkaichi Plant in Mie Prefecture, Japan.
Memory manufacturers initiate rare production reduction
October 03, 2022
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation, the Russian-Ukrainian war, and pandemic policies, demand in peak season was weak, resulting in inventory pressure that has extended from the buyer side to manufacturers.
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.
Kioxia & WDC to receive government subsidy for JV fab
July 29, 2022
Kioxia Corporation and Western Digital Corporation say that their joint venture, the Fab7 manufacturing facility at Yokkaichi Plant, has been approved to receive up to JPY 92.9 billion (USD 699.3 million) in subsidy from the Japanese government.
NAND Flash market oversupplied in 3Q22, says TrendForce
June 22, 2022
According to TrendForce research, as output from Kioxia and WDC grows month by month, it has become obvious that production capacity is sufficient to meet increased bit demand.
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.
Kioxia and WDC invest in new memory manufacturing facility
April 15, 2022
Kioxia and Western Digital Corp. have finalised a formal agreement to jointly invest in the first phase of the Fab7 (Y7) manufacturing facility at Kioxia’s Yokkaichi Plant in the Mie Prefecture of Japan.
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.
Safari Circuits acquired by Waséyabek Development Company
February 18, 2022
Waséyabek Development Company (WDC) announces that it has invested in Safari Circuits, an Otsego, Michigan based EMS firm.
Kioxia / WDC contamination incident expected to affect NAND prices
February 10, 2022
WDC recently stated that certain materials were contaminated in late January at NAND Flash production lines in Yokkaichi and Kitakami, Japan which are joint ventures with Kioxia.
Material contamination at Kioxia / WDC JV fabs
February 10, 2022
In two separate press releases, Western Digital Corp. and Kioxia Corporation, inform that contamination of certain material used in its manufacturing processes has occurred and is affecting production operations at the companies Yokkaichi and Kitakami flash fabrication facilities.
NAND Flash revenue rises by 15% QoQ for 3Q21
November 24, 2021
The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.
NAND flash market will see falling quotes & declines in prices
September 24, 2021
The latest analysis of the NAND Flash market from TrendForce finds that shipments have been below expectations for consumer electronics such as smartphones, Chromebooks, and TVs during this second half of the year. At the same time, demand remains sluggish for retail storage products including memory cards and USB drives.
NAND Flash revenue for 2Q21 rises by 10.8% QoQ
August 26, 2021
NAND Flash suppliers’ Clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments, according to TrendForce.
Global NAND flash revenue for 1Q21 Rises by 5.1% QoQ
May 27, 2021
Better-than-expected demand for notebooks and smartphones led to a QoQ increase of 5.1% in global NAND flash revenue during 1Q21, Says TrendForce
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