After Micron, the second largest memory chip maker in the United States will merge with a Japanese company

Memory chip manufacturers in 2023: Micron, SK Hynix, and Samsung, the three giants, lost a total of more than 50 billion in memory chips in the first quarter.

In the second quarter, as the price further dropped and the demand market continued to slump, the agency predicted that the losses would be more serious. Even Samsung, a manufacturer that likes to gamble when it is low, dare not gamble, which shows how serious the situation is.

Unlike other manufacturers, Micron has not passed the safety review in the Chinese market, so it is estimated that it will give up about 11% of the market share at most. There are already media reports that manufacturers such as Lenovo and Inspur have stopped purchasing Micron chips.

Micron is the largest memory chip manufacturer in the United States, and DRAM+NAND accounts for about 20% of the global market. Therefore, Micron's unfavorable situation has a great impact on the US chip industry.

However, after Micron, Western Digital, the second largest memory chip manufacturer in the United States, started another round of layoffs, involving China, Japan, Israel and other countries and regions, accounting for about 7%. In the field of DRAM+NAND, Western Digital has a share of 5.6%, ranking fifth in the world. However, in the NAND field, Western Digital's market share surpassed that of Micron, reaching about 15.8%, ranking fourth in the world.

According to the media, Western Digital plans to merge with the Japanese company Kioxia, and the two parties are about to reach an agreement. The combined company, Kioxia + Western Digital, will control 34% of the global NAND market, which is one-third of the global flash memory market. In the combined company, Kioxia will own 43 percent and WDC will own 37 percent.

It can be seen that the global memory chip market may usher in a major reshuffle after Micron failed the security review and Kioxia Western Digital merged.

Lansheng Technology, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports. 

Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, Xilinx, Micron, Infinone, Texas Instruments, ADI, NXP, etc.

To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com