Flash memory cost $13.3 billion in the last quarter, and it continued to fall this quarter

Flash memory cost $13.3 billion in the last quarter, and it continued to fall this quarter ...

According to TrendForce analysts, a decline in demand for NAND flash memory characterized the entire previous six months. Contract prices fell by 20-25 percent, while in the enterprise SSD segment, the price reduction reached 28%. In the fourth quarter, revenue from NAND memory vendors decreased by 25% to $10.29 billion.

Kioxia and Micron both saw declines in flash memory production and decreased pricing last quarter, despite customers' attempts to eliminate excess memory in warehouses.

Samsung Electronics' revenue from the sale of flash memory has remained steady at $3.5 billion, but the Korean leader still holds a 33.8% share, which has even increased by 2.4 percent in the fourth quarter.

SK Group, the company that operates the former Intel facility in Dalian, China, ranked third in the top 10 NAND vendors in terms of revenue. The company's revenue decreased by 30.9% sequentially to $1.76 billion, and its market share decreased from 18.5% to 17.1%.

Western Digital Corporation, which in a challenging market environment, was able to not only manage a 3.8 percent decrease in revenue, but also increase its market share from 12.6 to 16.1 percent in just one quarter. This was facilitated by a 20% increase in the supply of goods, although the price reduction inevitably resulted in a decline in revenue by 3.8 percent.

Micron had to trim its revenue by 33.7 percent, whereas the degree of utilization of the company's enterprises also fell, but it did manage to deliver 232-layer 3D NAND in solid state drives to customers in the fourth quarter. The company should demonstrate growth in the quantity of product deliveries in the near future.

Kioxia, Micron, WDC, and SK hynix have agreed to reduce memory production volumes in the first quarter, resulting in a gradual decrease in the average selling price of memory chips by 10 to 15%. Industry revenue could decline sequentially by 8.1 percent.

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