Hi,welcome
86-755-88844016 +852 2632 9637 6*12 hours online call
NAND Flash Price Increase Storage Factory Armor Hero Turns Loss into Profit
2024-05-16

Original Armor Xia released its fourth quarter (January March 2024) financial report, showing a 31% increase in revenue from last year to 322.1 billion yen, marking the first growth in seven quarters; The net profit was 10.3 billion yen, the first profit in six quarters, and a loss of 130.9 billion yen in the same period last year.


Kaixia stated that due to the reduction in production and improvement in supply and demand balance by various NAND Flash manufacturers, which have driven up selling prices, the combined revenue has increased by 31% compared to the same period last year to 322.1 billion yen. Armor Xia pointed out that the price of NAND Flash increased by 15-19% compared to the third quarter (October December 2023), marking the third consecutive quarter of increase; Last season, NAND Flash shipments increased by 5-9%. Armor Xia stated that the selling price in US dollars increased by about 20% last season.


未标题-1


In the fiscal year 2023 (April 2023 March 2024), the combined revenue of Kaixia decreased by 16% to 1076.6 billion yen, with a combined operating loss of 252.7 billion yen (2022 revenue was a loss of 99 billion yen) and a combined net profit loss of 243.7 billion yen (2022 net loss was 138.1 billion yen), marking the second consecutive year of losses. The loss set a new historical high for Kaixia's predecessor, Toshiba Storage, since April 2017.


In terms of new products, the Armor Xia's new generation UFS4.0 sample is being shipped, with smaller size, higher performance, and mobility, which helps improve the user experience of the product. The production of the 8th generation BiCS FLASH has started for the first time, with improvements in performance, density, and cost.


For the future market, Kaixia stated that as customer inventory returns to normal, it will drive a recovery in demand for PCs and mobile phones. We look forward to the emergence of AI products, the increase in storage capacity, and the replacement demand brought about by PC operating system updates.


Due to the need for high-density and high-capacity SSDs in AI applications, it is expected that the demand will increase in the future.


The copyright of this article belongs to the original author. The reprint of the article is only for the purpose of disseminating more information. If the author's information is marked incorrectly, please contact us immediately to modify or delete it. Thank you for your attention!

Hot news
Samsung is about to mass produce Galaxy Tab S10
According to media reports, Samsung is about to launch a new generation of Galaxy Tab S10 series, which is testing the Galaxy Tab S10+equipped with MediaTek Dimensity 9300+, changing the previous strategy of Qualcomm Snapdragon chip monopoly.
Samsung announces chip manufacturing technology roadmap
According to reports, Samsung Electronics announced its technology roadmap for chip manufacturing at its annual foundry forum held at its US chip headquarters in San Jose, California, with the aim of enhancing its competitiveness in the artificial intelligence chip foundry market through a series of upcoming technological advancements. Despite Samsung's strong position as a leading global memory chip manufacturer, it has always faced strong challenges from competitors such as TSMC in the field of wafer foundry.
NXP and World Advanced Plan Invest $7.8 billion in Singapore to Build a Wafer Factory
On June 5th, World Advanced and NXP Semiconductors announced plans to jointly establish the VisionPower Semiconductor Manufacturing Company (VSMC) joint venture in Singapore to build a 12 inch (300mm) wafer fab. The wafer factory has an investment of approximately 7.8 billion US dollars, with World Advanced investing 2.4 billion US dollars to hold 60% equity, and NXP investing 1.6 billion US dollars to hold 40% equity.
Mitsubishi Electric Kumamoto Prefecture SiC Wafer Factory to Start Production Ahead of Time
Recently, Mitsubishi Electric announced at a performance briefing that its SiC wafer plant located in Kumamoto Prefecture will be put into operation ahead of schedule due to strong market demand. The factory, originally scheduled to start operation in April 2026, will be put into production in November 2025, about 5 months ahead of schedule.
Passive component leader National Giant plans to transform into IDM company
In the past 5 to 10 years, Guoju has been steadily developing, consciously investing in new corporate groups through mergers and private equity investments.
Intel, Microsoft, Broadcom and other eight giants jointly launch the UALink standard
According to reports, Intel, Google, Microsoft, Meta, and other tech giants have announced the establishment of a new industry organization called "Ultra Accelerator Link (UALink) Promotion Group".
Samsung Electronics has basically completed the development of the 8nm version of eMRAM memory process upgrade
Samsung Electronics representative stated at the AI-PIM seminar in South Korea that they are gradually advancing the process upgrade of eMRAM memory as planned, and the technology development of 8nm eMRAM has been basically completed. As a new type of memory, MRAM is based on the principle of magnetism and has non-volatile properties. It does not need to constantly refresh data like DRAM memory, making it more energy-efficient and efficient; At the same time, the write speed of MRAM is 1000 times that of NAND, supporting applications that require higher write rates.
From January to April, the production of integrated circuits increased by 37.2% year-on-year, reaching 135.4 billion blocks
Recently, the official website of the Ministry of Industry and Information Technology showed that from January to April, China's electronic information manufacturing industry saw steady growth in production, export recovery improved, efficiency continued to improve, investment maintained rapid growth, and the overall growth trend of the industry was significant.
The NAND Flash market saw growth in the first quarter of 2024
According to TrendForce consulting research, due to the widespread use of enterprise SSDs in artificial intelligence servers starting in February 2024, as well as PC and smartphone manufacturers continuing to increase inventory to combat price increases, NAND Flash revenue increased by 28.1% month on month in the first quarter of 2024, reaching $14.71 billion.
TSMC predicts that the AI accelerator market may grow by 250%
According to information disclosed by TSMC at its technology seminar, the semiconductor market only began to recover in the second half of last year, so analysts are cautious about this year's growth. Although the growth expectations for the PC and smartphone sectors are only in single digits this year, there is one semiconductor market expected to grow by about 250%, which is the AI accelerator market.
User Info:
Phone number
+86
  • +86
  • +886
  • +852
Company Name
Email
Product model
Quantity
Comment message