Q4 saw a 24.5% QoQ increase in NAND Umsatz reaching $11.49 billion, reports TrendForce.
Q1 is forecast to see a further 20% increase in Umsatzs and a 25% increase in contract prices.
Samsung’s bit shipment volume increased by 35% QoQ, coupled with a 12% increase in ASP, boosting its Umsatz to $4.2 billion—a 44.8% QoQ growth.
Hynix had a 33.1% Umsatz jump to $2.48 billion.
Western Digital had 2% dip in shipment volume but a 10% increase in ASP, leading to a 7% Umsatz increase to $1.67 billion.
Kioxia had an 8% Umsatz increase to $1.44 billion in Q4.
Micron reduced its supply significantly to improve profitability, leading to a more than 10% QoQ decrease in bit shipments and a 1.1% decrease in Umsatz to $1.14 billion.
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Following a record-setting year for the Halbleiterindustrie, the start of the new year has continued the momentum, as semiconductor Umsatz grew 27% in 1Q26 from 4Q25 to reach US$319bn, according t
