1.Western dataAnnounced splitting, the mechanical hard disk and flash memory business will be independent

Western dataIt was announced on the 5th local time that in the second half of 2024, the independent operation of the mechanical hard disk (HDD) business and flash memory business will be implemented.Western data announced on October 30, 2023 that it plans to separate its hard disk and flash business, and create two independent listed companies to focus on the strategy of specific markets.

at present,Western dataThe separation team is establishing legal entities in 18 countries where the business is located to prepare independent company financial models.Western Data CEO David Goeckeler will serve as CEO of the new flash memory business company, and Irving Tan, the vice president of global operations, will serve as the CEO of the new mechanical hard disk business company.

2. Armor increases NAND flash memory, the main control factory group is happy to see

According to the Science and Technology Board Daily quoted the Taiwan Economic Daily, China ’s Economic Daily. Previously, Kai Xia stated that it would re -examine the NAND flash production reduction strategy, which will increase the operating rate to 90%within this month.The CEO of Qunlian Pan Jiancheng said that Qunlian is still out of stock. If the original factory can provide stable supply for reasonable prices, it is a good thing for Qunlian.

Chen Libai, Chairman of ADIB, analyzed that Kaixia may still be in a state of losing money, so it is necessary to increase the capacity utilization rate.However, even if the production capacity is increased this month, the increase in shipments will wait until June, and the flash memory price will rise to the profit line.

3. ReduceThe price increase is effective, the flash memory market revenue increases greatly

According to Quick Technology, Jibang Consulting statistics pointed out that the total revenue of the global NAND flash memory market in the fourth quarter of 2023 reached US $ 11.49 billion, an increase of 24.5%month -on -month.One key reason is that major manufacturers have reduced production on a large scale, and finally pulled the inventory. The flash memory market has begun to be popular, and the price of SSD is no longer so affordable.

The contract price of NAND flash memory in the season has soared by about 25%, of whichSamsungThe average selling price has increased by 12%,Western dataIt also rose 10%.Jibang Consulting predicts that the NAND flash memory industry's revenue in the first quarter of 2024 will rise by about 20%.

4. ImagesensorThe demand is strong, Sony puts orders for a big placeTSMCKumamoto Factory

According to the Science and Technology Board Daily quoted the Taiwan Economic Daily, CMOS image, CMOS imagesensor(CIS) It is expected to usher in a new wave of specifications and updates, and the global CIS leading Japanese business Sony sprints related layout.SonyTSMCPlug in Kumamoto New Factory in Japan.industryIt is pointed out that due to small volume and low cost, the market share is higher than that of CCD (sensitive coupling element), and is widely used incell phoneAs well ascar, Security control, medical care and other fields.

5.SamsungThe first show 36GB HBM3E memory

According to fast technology,SamsungA few days ago, the world's first 36GB ultra -large -capacity new -generation high -band wide memory HBM3E was announced. At the NVIDIA GTC 2024 technology conference opened in the early morning of March 19, Samsung will be publicly displayed for the first time.

SamsungThe HBM3E uses 24GB particles and 12 layers of stacking (12h), so as to achieve a single capacity of 36GB, and the bandwidth is also increased to 1280GB/s. Compared with the previous 8H HBM3 capacity and bandwidth, the vertical density increases More than 20%.NvidiaThe H200 AI acceleration card will start with Samsung 36GB HBM3E. It only takes eight to reach the capacity of 6144-bit and 216GB, thereby exceeding the 192GB HBM3 memoryAMD Instinct mi300X.