Monthly Memory & Flash Market Watch

WD’s board of directors approved a plan to separate its HDD and flash businesses

• The separation will better position each franchise to execute innovative technology and product development, and capitalize on unique growth opportunities

Kioxia reported a record net loss of $1.3 billion in FY2Q23, reflecting the broader challenges in semiconductor demand

• Toshiba will be delisted from the Tokyo Stock Exchange on Dec.,20,2023, following Japan Industrial Partners’s $1.4M takeover.

SK hynix's market share of the DRAM market has reached 35% as of 3Q23

• Growth fueled by demand for AI chips, lifting demand for HBM products as well.

• The firm already accounted for 50% market share of HBM in Apr.’23, although this product line only represents 10% of DRAM revenue.