Micron was the only supplier to increase shipments. The Big Three all had ASP declines.
Q2 should see a rise in shipments, predicts TrendForce, but further declines in ASP won’t increase revenues.
The Big Three all reported a drop in quarterly revenue. Samsung saw a decline in both shipment volumes and ASP, resulting in a QoQ decrease in revenue of 24.7%, amounting to about $4.17 billion.
Micron climbed to the second position in Q1 but suffered a 3.8% revenue decline, taking its total down to $2.72 billion.
Hynix had a 15% drop in both units and ASP, leading to a 31.7% plunge in revenue, amounting to approximately $2.31 billion.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing the proportion
Samsung scores another major foundry victory, expanding its roster of high-profile clients on advanced nodes. After Tesla selected the company in July to produce its AI6 processor under a $16.5 billio
Texas Instruments, a leading analog IC maker, has released its Q3 2025 results, with its cautious Q4 outlook sparking concerns over the broader semiconductor market. According to Reuters, the company
