Outlook Remains Mixed on U.S. Reshoring Initiatives

The Covid-19 pandemic exposed the risks of a global supply chain heavily dependent on offshore manufacturing. For much of 2020, shocks to the system resulted in months-long shipping delays for essential goods like PPE, electronics and medical supplies. The Biden administration has pledged to rebuild U.S. supply chains in a way that prevents critical equipment…

NAND Flash Revenue Up 5.1% in Q1

Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce’s latest investigations. In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer…