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…

TrendForce: NAND Flash Contract Prices to Rise 3% to 8%

With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10 percent QoQ, according to TrendForce’s latest investigations. On the other hand, orders from PC OEMs and Chinese smartphone…

DRAM & NAND Dominate 2020 IC Market

The IC market has demonstrated “remarkable resilience” in the face of a pandemic-driven global economic downturn, reports IC Insights, with 21 of 33 IC product categories experiencing positive growth. Coming as no surprise, each of the top-five IC product categories in terms of sales all have ties to computing or communication applications. With estimated sales…

Intel’s at a Memory Crossroads — Again

Intel is at memory business crossroads, again. According to The Wall Street Journal, the semiconductor industry giant is selling its NAND flash unit to SK Hynix for $9 billion. Besides NAND flash chips, the deal encompasses Intel’s solid-state drive business and wafer operations, including Intel’s fabrication facility in Dalian, China. Intel’s love and hate relationship with…