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Press Release


  • TrendForce Says NAND Flash Market to Regain Balance in 2018 with Annual Bit Supply Growing by 42.9%
    09-27-2017 / Alan Chen
    Demand has exceeded supply in the global NAND Flash market for six consecutive quarters since the third quarter of 2016, according to the latest research from DRAMeXchange, division of TrendForce. During this 2017, NAND Flash demand continues to expand because of the increase in average memory content of smartphones and the strong server market. At the same time, the growth in NAND Flash supply has been constrained by the pace of the major suppliers’ respective technology migrations, which in general have been slower than anticipated. [ more ]
  • Toshiba Memory Corporation to Focus on Catching Up to Samsung in 3D-NAND Production Capacity Following Its Sale to U.S.-Japanese Consortium
    09-21-2017 / Alan Chen
    Toshiba announced on September 20 that the company has agreed to sell its memory business, Toshiba Memory Corporation (TMC) to a U.S.-Japanese consortium represented by U.S. private equity firm Bain Capita for JPY 2 trillion (USD 18 billion). According to DRAMeXchange, a division of TrendForce, the deal will start to have a notable impact on the NAND Flash market in the first half of 2018 as the negotiations took longer than expected. From a medium- to long-term perspective, this deal will inject the necessary capital into TMC so that it can work to become a rival to Samsung in terms of NAND Flash technology and production capacity. [ more ]
  • U.S.-Japanese Consortium Announced as the Front Runner in the Bid for Toshiba’s Memory Business; TrendForce Says Such Deal Will Add Pressure on Samsung in NAND Flash Market
    06-21-2017 / Alan Chen
    Toshiba on June 21 announced that it has chosen a consortium led by U.S.-based Bain Capital and investors backed by the Japanese government as the first-place bidder for the spin-off of the company’s memory business. The deal is set to be finalized on June 28 and completed by March of next year. According to DRAMeXchange, a division of TrendForce, this announcement in the short term could cause the NAND Flash market to start shifting from undersupply to equilibrium this fourth quarter. In the long run, the support and demand provided by the bidding party could help the spun-off memory business to become more competitive against Samsung in terms of NAND Flash production capacity and related technology. [ more ]
  • 1Q17 NAND Flash Revenue Dipped Only 0.4% vs. Prior Quarter as Undersupply Continues to Sway the Market, Says TrendForce
    06-01-2017 / Alan Chen
    The NAND Flash market remained in undersupply in the first quarter of 2017 as it had been in the preceding quarter, according to the latest report from DRAMeXchange, a division of TrendForce. Despite seasonality, the average contract price of NAND Flash chips in the channel market actually surged by 20~25% in the first quarter compared with last year’s fourth quarter. Also, prices of mobile storage products such as eMCP, eMMC and UFS are still climbing. NAND Flash suppliers therefore can expect positive revenue outlook for the entire 2017. [ more ]
  • 3D-NAND to Account for Over 50% of Total NAND Flash Bit Output This Third Quarter and Become Market Mainstream, Says TrendForce
    04-25-2017 / TrendForce
    DRAMeXchange, a division of TrendForce, anticipates that 3D-NAND will formally become the mainstream architecture of NAND Flash memory in the third quarter of 2017 with its share in the total NAND Flash bit output exceeding 50%. Following the footsteps of the leading 3D-NAND producers Samsung and Micron, most NAND Flash suppliers will begin mass production of 64-layer 3D-NAND chips in the second half of 2017. Nonetheless, the overall NAND Flash supply is expected to remain tight through the year due to Apple stocking up components for the next iPhone release and steady demand growth from SSD vendors. [ more ]
  • Tight NAND Flash Supply to Cause Prices of Mainstream SSDs to Jump by More Than 10% Sequentially in First Quarter, Says TrendForce
    03-13-2017 / Alan Chen
    DRAMeXchange, a division of TrendForce, reports that client-grade SSDs of mainstream capacities continue to see rising contract prices in the PC-OEM market during this first quarter. On average, contract prices of MLC-based client-grade SSDs are projected to go up by 12~16% compared with the fourth quarter of last year, while prices of TLC-based products are expected to increase by 10~16% sequentially. Looking ahead to the second quarter, end device sales are anticipated to be relatively flat. Furthermore, PC-OEMs are reaching their limits on SSD costs. While the average prices of mainstream client-grade SSDs will keep climbing, the increase in the second quarter will likely be more moderate. [ more ]
  • TrendForce Says NAND Flash Revenue Grew 17.8% Sequentially in Fourth Quarter of 2016 as Supply Shortage Reached Its Most Severe Phase
    03-07-2017 / Sean Yang
    In the fourth quarter of 2016, the NAND Flash market was at its most severe phase of shortage for the year while shipments in the end device markets were robust. Consequently, average sales prices (ASPs) of NAND Flash products rose significantly, and the fourth-quarter global NAND Flash revenue registered a large sequential increase of 17.8% even with the strong third-quarter result as the base. NAND Flash suppliers made a strong finish to 2016 as their profits also peaked in the final quarter. [ more ]
  • TrendForce Expects NAND Flash Prices to Keep Rising During 2017 as Industry’s Wafer Capacity Will Expand by Just 6% Annually
    12-21-2016 / Sean Yang
    The global NAND Flash industry will see an annual increase of just 6% in its total wafer capacity in 2017, according to analysis by DRAMeXchange, a division of TrendForce. As the pace of the industry-wide transition to 3D-NAND architecture accelerates, supply of 2D-NAND memory will drop sharply, leading to shortages next year. Furthermore, many suppliers are still working on the mass production of 3D-NAND memory. Until the industry in general is able to apply 64-layer 3D-NAND solutions to OEM storage products, the market supply for 3D-NAND memory will remain tight. In the meantime, NAND Flash prices will continue to go up and boost suppliers’ revenues. [ more ]