Subject


NAND Flash


2023-11-07

[News] China’s Big Fund Drive Changxin Xinqiao towards 3-Year Memory Chip Mass Production

Following China's Big Fund's substantial $14.56 billion RMB investment in Changxin Xinqiao Storage Technology, a memory chip manufacturer, at the end of October, there are now reports of an additional $39 billion RMB injection. China is actively building a domestic semiconductor supply chain, and...

2023-11-02

[News] Samsung’s Announcement of a 20% Quarterly Price Increase for NAND Signals Promising Industry Trends

As reported by UDN News, Samsung Electronics is making a significant move by increasing the prices of NAND Flash memory by 20% every quarter until the second quarter of 2024. This price surge exceeds industry expectations. Within the semiconductor industry, Samsung initially raised NAND wafer pri...

2023-11-01

[Insights] NAND Spot Prices Hold Steady After Hitting $2 Mark, Upward Trend is Subject to Debate

DRAM Spot Market Major module houses are still holding a fairly high level of inventory, so they are less adhered to the consensus that prices will go up. Currently, their main strategy in the spot market is to have their quotes closely aligned with the quotes in the contract market. Therefore, spo...

2023-10-31

[News] Western Digital’s Impressive Results Raise Hopes for Memory Market Revival

On October 30th, major memory manufacturer Western Digital unveiled its financial results for the first quarter of 2024. During this quarter, the company achieved revenue of $2.75 billion, marking a 3% increase compared to the previous quarter but a 26% decrease compared to the same period last yea...

2023-10-27

[NEWS] Western Digital and Kioxia Terminate Merger Talk, TrendForce Believes M&A Will Be an Inevitable Trend

According to Reuter's report, the merger negotiations between Western Digital and Japan's Kioxia Holdings have been terminated as the two companies could not reach an agreement on the terms. This potential merger aimed to create one of the largest memory chip manufacturers globally but faced obstacl...

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