Q1 saw NAND revenues rise by 28.1% to $14.71 billion, says TrendForce.
Micron overtook Western Digital to claim the fourth spot with 51.2% QoQ revenue growth to $1.72 billion.
Samsung remained No.1 with a 28.6% QoQ revenue jump to $5.40 billion. It expects 20% growth in Q2.
NAND revenues rising; Q2 prices to grow 10%
Hynix saw a 31.9% QoQ increase in revenue to $3.27 billion in Q1, and also expects a 20% growth in Q2.
Kioxia had a 26.3% QoQ rise in revenue to $1.82 billion and expects to grow Q2 revenue by approximately 20%.
Western Digital had a 2.4% QoQ revenue increase, reaching $1.71 billion and expects Q2 revenue to remain flat.
The surge in large enterprise SSD orders continues to drive up the ASP of NAND Flash by 15%. TrendForce forecasts Q2 NAND revenue to increase by nearly 10% QoQ.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology.
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a strengthening New Taiwan do