[Core Information] ON Semiconductors revenue fell year-on-year, and NAND flash memory investment declined instead of increasing1. ON Semiconductor’s Q2 revenue fell 17.2% year-on-year to US$1.735 billionON Semiconductor...

[Core Information] Vishay officially announces factory reorganization, Micron NAND flash memory revenue hits record high1. Vishay launches global factory reorganization, closes factories, lays off employees and reduces c...

[Core Information] The revenue of two major distributors has soared, and NAND flash memory prices are expected to drop.1. Dalian General Assembly’s revenue in September exceeded NT$100 billion, setting a new record highB...

[Core Information] Two major distributors refresh annual revenue, Samsung cuts production of NAND flash memory1. Changes in the distribution pattern: Wenye and Dalianda’s revenue surged, both hitting record highsDalianda...

[Core Information] Hynix cuts NAND production, Infineon deploys backend in Thailand, storage and power devices face structural adjustment1. Storage market: Hynix takes the lead in reducing production, and NAND prices can...

[Core Information] Microchip’s revenue plummeted by 40%, Western Digital reduced NAND production, and semiconductor differentiation recoveredSemiconductor industry presentationHot and cold differentiation: MCU/analog chi...

[Core Information] SMIC’s revenue reaches a new high, and two major Korean factories reduce NAND flash memory production1. SMIC: Revenue will exceed US$8 billion for the first time in 2024, a year-on-year increase of 27%...

[Core News] NAND flash memory prices will rebound and AI-driven passive components will explodeCore highlights：NAND flash memory will face a price increase cycle in the second half of the year、EU invests heavily in suppo...

【芯资讯】存储市场全面回暖：NAND Q3 涨价、LPDDR6 发布、高端器件密集突破（2025.7.11）本期核心：NAND Flash 确认 Q3 涨价 5%-10%，AI 驱动企业级存储领涨；LPDDR6 标准正式落地，带宽冲击 14.4GHz；车规、MLCC 等高端器件技术突破，国产化持续推进。一、NAND Flash：Q3 涨价定局，AI 服务器成核心引擎集邦咨询（TrendForce）预测，2025 年第三季度 NAND F...

[Core Information] AI boosts performance of leading distributors, Micron withdraws from mobile NAND field (2025-08-13)The demand for AI computing power has become the core engine of distributor performance. The structura...