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According to a report from TechNews, citing Nikkei, chip demand outside of AI applications remains sluggish. As of April, only three of the seven semiconductor plants built or acquired in Japan during fiscal years 2023 and 2024 have begun mass production. The report notes that Japan’s semicondu...
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As memory giants reportedly brace for price hikes on DDR4 and DDR5, NAND suppliers are also seeing stronger-than-expected momentum in Q2. According to Commercial Times, the top five NAND Flash makers have cut production, fueling an upswing in memory pricing. The report suggests that major NAND ma...
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Memory giant Western Digital has confirmed the date for the planned separation of its flash business, set to complete on February 21, 2025, according to its press release. Western Digital currently oversees two main divisions, the hard disk drives (HDD) and flash. A previous report from Blocks an...
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As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...
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According to Chosun Biz, Samsung Electronics has reportedly decided to cut NAND flash production at its Xi’an plant in China, its largest manufacturing base for the memory chips. The move appears to be a strategic effort to protect profitability as a global NAND oversupply persists, leading to a p...