The revenue of NAND manufacturers last quarter grew by 10% Demand resumes before peak season

According to TrendForce’s DRAMeXchange research unit, the revenue of NAND flash memory manufacturers in the third quarter increased due to a seasonal increase in demand and additional orders caused by the desire to prepare for the introduction of tariffs on the import of Chinese products in the United States. The market volume reached $ 11.9 billion, which corresponds to an increase of 10.2%.

In the current quarter, further improvement in the financial performance of suppliers is forecasted, as contract prices will be affected by a reduction in supplies caused by interruptions in the supply of electricity to Yokkaichi.

Samsung remains the market leader, with a quarterly share of 33.5%. From July to September, this manufacturer sold flash memory at $ 3.987 billion, which is 5.9% more than in the second quarter.

Kioxia (now called Toshiba Memory) holds 18.7% of the market. For the quarter, it was able to increase sales by 14.3%, to 2.227 billion dollars. Third place belongs to WDC. Having sold flash memory for $ 1.632 billion, this company occupied 13.7% of the market. Micron is in fourth place with revenue of $ 1.530 billion, corresponding to 12.9% of the market. Intel closes the top five with indicators of $ 1.290 billion and 10.9%.

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