Micron was the only supplier to increase shipments. The Big Three all had ASP declines.
Q2 should see a rise in shipments, predicts TrendForce, but further declines in ASP won’t increase Umsatzs.
The Big Three all reported a drop in quarterly Umsatz. Samsung saw a decline in both shipment volumes and ASP, resulting in a QoQ decrease in Umsatz of 24.7%, amounting to about $4.17 billion.
Micron climbed to the second position in Q1 but suffered a 3.8% Umsatz decline, taking its total down to $2.72 billion.
Hynix had a 15% drop in both units and ASP, leading to a 31.7% plunge in Umsatz, amounting to approximately $2.31 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
