Author Archives: TrendForce

[News] Kioxia and Western Digital Restart Merger Plan, SK Hynix Reportedly Remains Opposition

According to industry sources cited in a report from Business Korea, Japanese NAND Flash supplier Kioxia is preparing to restart its merger plan with its partner Western Digital (WD). However, SK Hynix, a major shareholder and Korean memory giant, continues …

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[News] AI Trend Drives Market Demand, Samsung NAND Flash Utilization Exceeds 90%

According to a report from Korean media ETNews citing industry sources, it has indicated that Samsung Electronics has recently increased the capacity utilization rate of NAND Flash to over 90%, a further increase from the first quarter’s 80%. Previously, Korean …

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[News] Apple Reportedly Releases Supply Chain List, Nanya Technology, Lotes, and Novatek Not Included

Apple has released its supply chain list for the 2023 fiscal year, with notable changes compared to the 2022 list. According to a report from CNA, Major IC substrate manufacturer Nan Ya PCB has returned to Apple’s supply chain list, …

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[News] Japan’s Sakura AI GPU Procurement Reportedly Increases Fivefold, Including Purchase of NVIDIA B200

Japanese digital infrastructure service provider Sakura Internet, backed by government subsidies, is enhancing its cloud services for generative AI. According to a report from MoneyDJ, Sakura Internet’s procurement of GPUs is set to increase fivefold from the initial plan, with …

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[News] AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow with Price Increases

Following the announcement of a price increase by the U.S. memory giant Western Digital Corporation (WDC), hard drive manufacturer Seagate Technology has also announced that it will raise prices in response. Seagate stated that they will immediately increase prices for …

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