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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 ]
  • TrendForce Reports Intel Took First Place in Enterprise-Grade SSD Shipments Worldwide for This First Quarter; Samsung Followed Closely in Second Place
    05-25-2017 / Alan Chen
    Global shipments of enterprise-grade SSDs for the first quarter of 2017 grew against seasonal headwinds by 3~4% compared with the prior quarter to reach around 6 million units, says DRAMeXchange, a division of TrendForce. For the same quarter, enterprise-grade SSDs also represented more than 10% of the total SSD product shipments worldwide. Currently, U.S.-based Google, Facebook and Microsoft and China’s Baidu, Alibaba and Tencent all have voracious appetite for server systems as they are providing their services via their growing network of data centers. These companies therefore are contributing substantially to the global demand for enterprise-grade SSDs. [ 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 ]
  • 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 ]
  • Toshiba Spins Off Memory Business to Strengthen Its NAND Flash Competitiveness, TrendForce Reports
    01-27-2017 / Sean Yang
    Toshiba officially announced today that its memory business will be spun off. Although the detail is not disclosed yet, but overall the procedure will be completed by March 31st . DRAMeXchange, a division of TrendForce, believes that from this point on, Toshiba’s memory business will have more operational flexibility and stronger fundraising ability. These advantages in the long run will benefit the Toshiba-Western Digital alliance in the forms of expansion in NAND Flash production capacity and increased efficiency in storage product development. [ more ]