Możliwa wielka transakcja na rynku SSD
Jeden z głównych graczy może zostać połknięty przez konkurenta. Jego wartość to 30 mld dol.

Ostatnio Kioxia odnotowała największy spadek sprzedaży z czołówki producentów NAND.
WD i Micron analizują możliwość przejęcia Kioxii – poinformował The Wall Street Journal. Obie amerykańskie firmy mają rozmawiać z konkurentem osobno.
Kioxia Holding to dawny biznes NAND i SSD Toshiby, który został sprzedany w 2018 r. Większościowe udziały przejął fundusz Bain Capital. Firma może być obecnie warta ok. 30 mld dol.
Światowy numer 2
Kioxia po Samsungu jest drugim na świecie producentem NAND flash.
Produkuje pamięci i nośniki w oparciu o przejętą technologię Toshiby.
Największy spadek w czołówce
Ostatnio Kioxia odnotowała jednak również największy spadek obrotów w czołówce: o -11,4 proc. r/r w IV kw. 2020 r. Udział w globalnym rynku zmniejszył się z 21,4 proc. do 19,5 proc. – według Trendforce.
Cały rynek NAND zsunął się o niecałe 3 proc. w IV kw.
WD jest numerem 3 na rynku NAND Flash (14,4 proc.), dalej plasuje się koreański SK Hynix (11,6 proc.), a Micron zajmuje piątą pozycję (11,2 proc.).
Sankcje na Huawei zdołowały biznes
Kioxia dostała rykoszetem po zaostrzeniu sankcji wobec Huawei w ub.r.
Amerykańskie władze nałożyły embargo na dostawę półprzewodników dla chińskiego koncetnu, a wstrzymanie dostaw do jednego z głównych kontrahentów doprowadziło do sporego spadku sprzedaży Kioxii.
Dodatkowo producent odczuł słabszy popyt na dyski SSD dla przedsiębiorstw. Ten według prognozy powinien odbudowywać się w II kw. br.
Firma planuje budowę kolejnych fabryk w Japonii. Ma też zakłady w USA (a także w Wielkiej Brytanii i Izraelu). Amerykańskie władze zachęcają natomiast krajowe firmy do rozwoju produkcji półprzewodników, aby uniezależnić się w większym stopniu od zagranicznych dostaw tego krytycznego komponentu. WD jeszcze w czasach Toshiby nawiązało współpracę z dzisiejszą Kioxią w ramach biznesu NAND.
Podobne aktualności
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
SSD: „kontynuacja trendu bogacenia się bogatych producentów”
Podsumowano 2021 r. Dostawy SSD wzrosły o 11 proc. mimo problemów z podażą.
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Sprzedaż SSD enterprise wzrosła o 31 proc.
Nastąpił silny wzrost popytu. Jednak ceny w III kw. br. powinny spaść.
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$image_meta is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_metadata is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$_wp_attachment_image_alt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_date_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$ping_status is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_password is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_name is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$to_ping is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$pinged is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_modified_gmt is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_content_filtered is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$guid is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$menu_order is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$post_mime_type is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$comment_count is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71
Deprecated: Creation of dynamic property Timber\Image::$filter is deprecated in /home/sarotaq/crn/wp-content/plugins/timber-library/lib/Core.php on line 71