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Toshiba Considers Options for Its Memory Business

While rumors published this week in Japan’s Nikkei news suggested that Toshiba was considering selling a stake of its semiconductor business to WDC, an official company note confirmed a day later that the Japanese conglomerate was considering splitting its memory business into a separate company, with no decision yet. Spinning out Toshiba’s memory division (essentially […]

NAND Supply Tightness Continues (still)

TRENDFOCUS just recently concluded another trip through the U.S. and Asia. Once thing is for certain – NAND tightness continues…. And will continue through most of 2017. From a pricing perspective, this means continued higher prices for SSDs in the market. With all major NAND vendors continuing to focus on trying to ramp 3D NAND […]

NAND Tightness Continues

We have all now heard about, and some have experienced, the effects of the NAND shortage over the past few months. These shortages are now being quantified as CQ3 ‘16 SSD shipments are being reported. Early indications point to the channel seeing lower shipment volumes than what was previously forecasted. A couple variables, in addition […]

TRENDFOCUS Publishes 2nd Calendar Quarter NAND / SSD Report SSD Attach Rates Continue to Rise in Notebook PCs

TRENDFOCUS has just released its latest NAND/SSD Quarterly update. In this report, covering CQ2 ’16 results and the revised long-term forecast, all segments, both client and enterprise, saw another quarter where SSDs posted solid growth. In the enterprise SSD market, all interfaces expanded, reaching 4.068 million units for the quarter, an increase of 10% Q-Q. […]

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