Q4 saw a 24.5% QoQ increase in NAND revenue reaching $11.49 billion, reports TrendForce.
Q1 is forecast to see a further 20% increase in revenues and a 25% increase in contract prices.
Samsung’s bit shipment volume increased by 35% QoQ, coupled with a 12% increase in ASP, boosting its revenue to $4.2 billion—a 44.8% QoQ growth.
Hynix had a 33.1% revenue jump to $2.48 billion.
Western Digital had 2% dip in shipment volume but a 10% increase in ASP, leading to a 7% revenue increase to $1.67 billion.
Kioxia had an 8% revenue increase to $1.44 billion in Q4.
Micron reduced its supply significantly to improve profitability, leading to a more than 10% QoQ decrease in bit shipments and a 1.1% decrease in revenue to $1.14 billion.
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
