When a company is forced to sell a highly profitable business in a high growth industry with very few players involved, everyone takes notice. With Toshiba’s memory business, a number of big names such as Western Digital, SK Hynix, Broadcom, Foxconn, TSMC and more have already entered bids for a majority stake in the company, but it looks like competition is about to get a whole lot more intense.
According to a new report from KoreaHerald, as many as 10 companies have entered bids for the Toshiba memory business including heavyweights such as Amazon, Apple, and Google. While these companies are traditionally not in the business of selling SSDs, they heavily rely [...]
Market research firm, Forward Insights, recently released their 2016 SSD marketshare report and according to the report, 63 million SSDs were shipped in the channel over the past year despite the NAND shortage that occurred during a significant portion of the year. The channel market includes distributors, resellers, retail/e-tail, system builders, and solution providers.
As expected, Samsung took the #1 spot for SSDs shipped in the channel, racking up 21% of the market, or 13.23 million units. Following in the #2 spot is Kingston, which took 16% of the market, or 10.08 million units. This is followed by SanDisk, Micron, A-DATA and Toshiba with between 5%-7% [...]
Good news for US companies planning to make a run for the memory business of struggling Japanese conglomerate, Toshiba, as sources from a recent article from Reuters reports that the Japanese government is ready to block the sale of Toshiba memory to suitors that it believes to be a “risk to national security” to Japan. Countries deemed a risk to the national security of Japan seemingly includes everyone except the US, but the biggest concern is a sale of the business to China as it may give China access to “key capabilities” it’s desperately trying to obtain.
Currently, there are quite a few companies expected to make a bid for the [...]
Despite their financial woes, Toshiba has reason to celebrate today as they were recently named the fastest growing HDD and SSD maker in both revenue and units in 2016 by market intelligence firm IDC.
According to the IDC “Worldwide 4Q16 HDD Shipment Results and Four-Quarter Forecast Update” report, Toshiba’s HDD unit market share increased by 9% in 4Q2016, reaching a total of 24% market share in the $25 billion HDD market in 2016. In 2016, Toshiba was the only HDD manufacturer to see an increase in revenue.
Further, according to the IDC “Worldwide Solid State Storage Quarterly Update, CY 4Q16” report, Toshiba’s SSD market [...]
Amid massive shortages due to increased demand, the NAND Flash market is booming. According to latest report from market intelligence firm, TrendForce, revenues have increased a massive 17.8% quarter over quarter, now reaching a total of $12 Billion in 4Q2016.
Looking at the results, the biggest winners in the 4Q2016 is Micron, which saw revenue increase by 26.9%. This is followed by Intel which saw revenue increase by 25.7%, Western Digital by 22% and Samsung by 19.5%. Toshiba and SK Hynix saw the lowest revenue increases at 8.5% and 9% respectively.
In terms of marketshare, Samsung once again dominated the market by a massive margin. In 4Q2016, Samsung [...]
Due to massive losses from their nuclear power business, Toshiba is spinning off their NAND manufacturing business and what was initially supposed to be a sale of just 20% of the business has turned into a majority stake. Numerous companies have been reported to be interested in acquiring the Toshiba memory business including heavy hitters such as SK Hynix, Micron, Western Digital, Tsinghua Unigroup, and more.
According to a new report from DigiTimes, it looks like pure-play foundry TSMC (Taiwanese Semiconductor Manufacturing Company) may also be interested in acquiring a stake in Toshiba’s NAND business to expand into the storage business.
According to [...]
Struggling Japanese conglomerate Toshiba just can’t seem to catch a break. According to a recent announcement, the company is now expecting a 712.5 billion Yen ($6.3 billion) writedown of losses stemming from their nuclear power business, resulting in a net income loss of 390 billion Yen ($3.4 Billion).
As a result of the recent projections release, Toshiba Chairman Shinegori Shiga has stepped down from his role as chairman and Toshiba is now reportedly planning to sell a majority stake in their memory business to cover their losses. Toshiba’s memory business was previously expected to be spun off by the end of March with Toshiba selling a 20% stake to [...]
Despite Toshiba’s financial woes, their memory division is pressing on, recently announcing that they’ve begun construction on their latest semiconductor fabrication facility, Fab 6 at Yokkaichi, Japan.
Like all the other new fabs that were constructed or retrofitted, Fab 6 will be built to produce Toshiba’s latest BiCS 3D NAND flash. Construction of the new fab will occur in two phases with Phase 1 slated to be complete in the summer of 2018. This will allow Toshiba to re-evaluate and re-asses continued investment in the event NAND flash demand takes a nosedive.
In addition to Fab 6, Toshiba also announced the construction of a new Memory [...]
Western Digital and Toshiba had some great news to announce at the International Solid State Circuits Conference (ISSCC) recently as they revealed that they’ve begun initial production of their BICS3 512Gb, 64-layer TLC 3D NAND at their NAND fabrication facility at Yokkaichi, Japan.
The new 512Gb, 64-layer BICS3 TLC 3D NAND will be the highest density NAND dies announced to date, matching Samsung’s 4th Generation V-NAND which also features 64-layers and 512Gb density. Full production of the new BICS3 NAND is expected to begin in 2H2017.
In a recent report from Reuters, SK Hynix may be among the suitors in the running for a stake in Toshiba’s memory business. According to an undisclosed source, SK Hynix has already submitted an initial bid for Toshiba’s memory business although no information as to how much of a stake SK Hynix is interested in purchasing.
Toshiba had recently fallen on some hard times with a failing nuclear power business and an accounting scandal that left their previous CEO out of a job and the company in billions of dollars in debt. In an attempt to protect the still profitable memory business and help keep Toshiba alive a bit longer, Toshiba spun off the memory business [...]