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.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state that the increa
In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. However, growth in other, more mature segments is expected to be stag
Taiwanese chip manufacturer TSMC has announced a $100 billion investment in the United States, aiming to build five additional semiconductor facilities.The plan was revealed by TSMC CEO C.C. Wei along