According to TrendForce research, North American data centers saw an improvement in components supply after February, driving a recovery in purchase order volume. As Server brands returned to normal in-office work following the pandemic, the increase in capital expenditures on related information equipment has also boosted order growth. The addition of Kioxia's raw material contamination incident led to an increase in the pricing of certain rush orders, pushing up overall Enterprise SSD revenue in 1Q22 to US$5.58 billion, or 14.1% growth QoQ.

According to TrendForce, Samsung and SK hynix (including Solidigm) were the top two players in 1Q22. At the beginning of the year, demand from hyperscale data centers resulted in high inventory levels due to component mismatches, leading Samsung's order growth missing expectations. However, as repercussions from the WDC and Kioxia contamination incident hit NAND Flash production capacity in 1Q22, server customers quickly turned to Samsung for additional orders, driving the company's 1Q22 revenue to US$2.77 billion, up 14.8% QoQ.

According to TrendForce research, as manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced. Although enterprise SSD purchase order volume has grown, demand for smart phone bits has weakened due to the Russian-Ukrainian war, the traditional off-season, and rising inflation. Client inventories have increased significantly, so it remains challenging for overall bit shipment volume to offset potential decline. In 1Q22, NAND Flash bit shipments and average selling prices fell by 0.5% and 2.3%, respectively, resulting in a 3.0% quarterly decrease in overall industry revenue to US$17.92 billion.

Although China's smartphone stocking momentum was marginally weak considering the off-season, due to sluggish supply on the part of Kioxia and WDC, Samsung's 1Q22 client SSD shipment bit growth was driven up by an influx of rush orders and North American enterprise SSD client orders also recovered significantly in March. Overall bit shipments increased by 9% QoQ and ASP decreased by 2% QoQ. In 1Q22, the NAND Flash portion of Samsung's electronics business posted revenue of US$6.32 billion, up 3.4% QoQ.

Last week, Micron revealed its NAND flash plans and so did Western Digital during its investors day. The different NAND flash manufacturers use similar, but far from identical ways to manufacture their NAND flash and WD is working together with Kioxia and the two are using a process called bit column stacked or BiCS NAND. This year the two companies will move to its sixth generation of BiCS NAND which is stacking 162-layers of NAND flash. Most of their competitors are already at 176-layer stacks, although WD and Kioxia still deliver the same capacity NAND chips as its competitors. WD claims that their die size is smaller than the competition, which could be an advantage due to more dies per wafer.

In its presentation, WD listed a single wafer capacity of 100 TB, which is an increase from around 70 TB per wafer in 2020. Although it's not something we can verify, WD claims to have the world's best charge trap cell, which the company claims leads to higher performance compared to its competitors. The slide provided by WD claims a 20 MB/s lead of the competition at 60 MB/s vs. 40 MB/s. Although Western Digital and Kioxia claim to have to invest less to increase their capacity, it would appear that they're behind the competition when it comes to the amount of layers they can stack. The two are only planning what they call BiCS+ at over 200-layers for 2024, which is well over a year behind Micron. The roadmap stretches all the way to 2032, when we should apparently be seeing 500-layer NAND flash, assuming everything goes according to plan. The first BiCS+ NAND will be for datacenter products and WD claims that their first product should see a 60 percent increase in transfer speeds, a 15 percent increase in program bandwidth and a 55 percent increase in bit growth per wafer over the current BiCS6 NAND.

Western Digital Corp. revealed new innovations from its SanDisk and SanDisk Professional brands, including a modular SSD ecosystem and the world's fastest UHS-I SD and microSD memory cards, designed to empower professionals and creators around the world. Whether in the studio creating the next big picture or out in the field capturing footage for a project, the company's new solutions are centered on delivering high-performance, scalable, and reliable solutions that enable today's creators to actualize their aspirations. "The SanDisk Professional brand delivers storage solutions for those who have something to say," said Jim Welsh, senior vice president, Consumer Solutions, Western Digital. "We are excited to build upon the momentum since the brand's launch this time last year and add to our already robust portfolio of offerings. From the inception of the idea to its final manifestation, creative professionals can count on our innovations to capture and preserve the content that means everything to them."

Western Digital today announced an innovative, premium storage solution: the SanDisk Professional PRO-BLADE Modular SSD Ecosystem. Designed to meet the need for multiple, super-fast portable storage devices to quickly ingest, edit, and copy large volumes of high-resolution content, the powerful PRO-BLADE ecosystem lets users easily swap out lightweight, high-capacity PRO-BLADE SSD mags so they can carry terabytes of storage without excess bulk. The exceptionally versatile PRO-BLADE modular SSD ecosystem is built to transform the entire workflow with scalable capacity and time-saving convenience on location and back in the studio.

Inspired by the way people work today, Western Digital Corp. introduced the Western Digital PC SN740 NVMe SSD to help address the unique needs of the hybrid workforce and elevate the computing experience. "Hybrid and remote work environments have become the 'new normal' for businesses over the past few years and have driven tremendous growth in PC shipments," said Eric Spanneut, vice president, Client and Enterprise SSDs, Flash Business Unit, Western Digital. "As work habits and locations change, there is a tremendous opportunity to support our corporate and commercial PC OEMs with storage solutions that are thin and light, have advanced security features and pack more performance while preserving power efficiency."

Featuring a DRAM-less architecture and leveraging Western Digital's in-house SSD controller design, BiCS5 3D NAND, firmware development, and vertical integration, the new SN740 NVMe SSD underscores the company's strengths in developing innovations that allow customers to unlock the potential of data.

Today at its What's Next event, Western Digital Corp. announced two new additions to its growing WD_BLACK gaming portfolio, the WD_BLACK SN850X NVMe SSD and WD_BLACK P40 Game Drive SSD. Designed to elevate the gaming experience, the expanded portfolio offers players more options to upgrade their PC or console storage. "AMD is delighted with its continued collaboration with Western Digital to deliver exceptional gaming experiences," said Joe Macri, Compute and Graphics CTO and Corporate Fellow at AMD. "As games become more immersive, the expectation for fast, seamless gameplay increases. AMD strives to remove latency between the system, memory and connected devices like Western Digital's SSD gaming solutions with the adoption of the latest PCIe technologies and memory and latency optimizations within AMD CPUs and GPUs. Our combined solutions enable richer visuals, faster load times and more consistent gameplay."

"We're inspired by the unique ways in which players experience their games and are committed to working with the best technology partners, like AMD, to develop solutions that help them break barriers," said Rob Soderbery, executive vice president and GM, Flash Business Unit, Western Digital. "Our diverse WD_BLACK portfolio ensures that gamers are equipped to conquer today's games and prepared for what's next."

Building on significant technology innovations cultivated over decades, Western Digital today announced that it is sampling its new industry-leading 22 TB and 26 TB UltraSMR HDDs to select hyperscale cloud customers, further expanding its areal density leadership and delivering customer value by driving TCO lower. Western Digital's HDD technology portfolio and areal density leadership puts it at the center of storage innovation. Leveraging its unique OptiNAND technology, energy-assisted PMR (ePMR), triple-stage actuator (TSA), HelioSeal and now UltraSMR technologies, Western Digital is on a clear path to delivering 30+ TB with ePMR.

"As a longstanding partner of the industry's leading cloud providers, we understand their unique requirements in building next-generation cloud infrastructure and invested in several HDD innovations we developed alongside our areal density technology," said Ashley Gorakhpurwalla, EVP and GM, HDD Business Unit, Western Digital. "Our intent with taking this development strategy was not only to address the capacity demands of the world's largest cloud titans but to deliver on a roadmap that would also support the evolving economics of their data centers for decades to come. With ePMR, OptiNAND and now UltraSMR as the foundation of Western Digital's HDD roadmap, our cloud customers can continue rapidly scaling their business by taking advantage of our innovations to lower their storage TCO."

Kioxia Corporation and Western Digital Corp. (NASDAQ: WDC) have finalized a formal agreement to jointly invest in the first phase of the Fab 7 (Y7) manufacturing facility at Kioxia's industry-leading Yokkaichi Plant in the Mie Prefecture of Japan. With construction of the first phase of Y7 completed, the joint-venture investment will enable initial production output beginning in the fall of this year. This marks another important milestone in the 20-year strategic joint-venture partnership between the two companies.

"We are very pleased to further deepen our strategic partnership with Western Digital through this joint investment in Y7," said Nobuo Hayasaka, President and CEO of Kioxia. "The rapid digitization of societies underpins accelerating use of memory products. We will continue to leverage our technological partnership and economies of scale to develop and produce cutting-edge semiconductor products and achieve organic corporate growth."

Samsung and Western Digital today signed a memorandum of understanding (MOU) that implies that the two companies will join their efforts to create next-generation data placement, processing, and fabrics (D2PF) storage technologies. The MOU states that the two companies will collaborate on creating Zoned Storage devices, including ZNS (Zoned Namespaces) SSDs and SMR (Shingled Magnetic Recording) HDDs. The ZNS SSD initiative is a challenge of creating entirely new SSDs that work on the ZNS principle instead of traditional block-based drives. Opposite to data in traditional SSDs written in blocks, ZNS SSDs will place data into zones and have software understand where each bit of information is written without excessive read/write action. Another benefit of ZNS is that managing data allows less garbage collection, thus higher efficiency.

Software adoption for ZNS makes it hard, and Samsung's conjoined efforts with Western Digital aim to simplify it. Western Digital notes that "In addition, this collaboration is expected to serve as a starting point to expand zone-based (e.g. ZNS, SMR) device interfaces, as well as future-generation, high-capacity storage devices with enhanced data placement and processing technologies. At a later stage, these initiatives will be expanded to include other emerging D2PF technologies such as computational storage and storage fabrics including NVMe over Fabrics (NVMe-oF)." So, with further development of ZNS, Samsung and Western Digital will collab on more advanced storage options as well.

Kioxia Corporation, the world leader in memory solutions, today announced it will begin construction of a state-of-the-art new fabrication facility (Fab2) at its Kitakami Plant in Iwate Prefecture, Japan for the possible expansion of production of its proprietary 3D Flash memory BiCS FLASH. Construction of the facility is scheduled to commence in April 2022 and is expected to be completed in 2023.

The new Fab2 facility will utilize AI-based cutting-edge manufacturing to increase production capacity of the entire Kitakami Plant and further enhance product quality, allowing Kioxia to expand its business organically and take advantage of the medium to long term growth of the flash memory market driven by the accelerating adoption of cloud services, 5G, IoT, AI, automated driving and the metaverse.

Although 20 TB hard drives aren't a new thing by now, Western Digital's latest drive for NAS appliances are doing things a bit differently by incorporating WD's OptiNAND technology. The WD Red Pro family is Western Digital's higher-end family of NAS drives and have a generally good reputation in the market. The drive is made up out of nine ePMR (energy-assisted perpendicular magnetic recording) platters, each coming in at 2.2 TB. As with the previously launched drives in the Red Pro family, we're looking at a 7,200 rpm drive with a SATA 6 Gbps interface. The internal transfer rate is said to reach up to 268 MB/s which makes it the second fastest drive in the series, just behind the 18 TB version.

What makes the 20 TB SKU unique in the Red Pro series though is the inclusion of 64 GB of WD's own iNAND flash. Western Digital's iNAND could be considered a DRAM-less SSD in a single chip package and in this case, it's used as a large chunk of cache for the hard drive. One other benefit of the OptiNAND technology according to WD is that up to 100 MB of data in the 512 MB DRAM write cache that the drive also has, can be flushed to the iNAND in case of an unexpected power cut to the drive. This could help save important data that is in transit during a worst case scenario and seems like a great addition to a hard drive that's targeting NAS applications. The WD Red Pro 20 TB is on sale now for US$499.99.

In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce's investigations. ASP fell by nearly 5% and the overall industry posted revenue of US$18.5 billion, a QoQ decrease of 2.1%. This was primarily due to a decline in the purchase demand of various products and a market shift to oversupply causing a drop in contract prices. In 4Q21, with the exception of enterprise SSD, the supply of which was limited by insufficient upstream components, the prices of other NAND Flash products such as eMMC, UFS, and client SSD, all fell.

TrendForce's summary of NAND Flash market sales performance in 2021 is as follows: although there have been signs of weakening since 2H21, thanks to remote services and cloud demand driven by the pandemic, revenue performance still grew significantly compared to 2020. Revenue reached US$68.6 billion, up 21.1% YoY, the second-biggest increase since 2018.

China is reacting to new outbreaks of the Omicron variant of the Coronavirus with partial lockdowns. This could further delay the availability of laptops with 12th Gen Intel Core processors and NVIDIA's Ti graphics cards, which debuted at the beginning of the year. The first factories have already been closed in Suzhou in the east of the country. Supply chain and logistics bottlenecks, a shortage of certain chip types and price increases are already on the horizon.

Western Digital Corp. (Nasdaq: WDC) today announced that contamination of certain material used in its manufacturing processes has occurred and is affecting production operations at both its Yokkaichi and Kitakami joint venture, flash fabrication facilities. Western Digital's current assessment of the impact is a reduction of its flash availability of at least 6.5 exabytes. The company is working closely with its joint venture partner, Kioxia, to implement necessary measures that will restore the facilities to normal operational status as quickly as possible.

Western Digital creates environments for data to thrive. As a leader in data infrastructure, the company is driving the innovation needed to help customers capture, preserve, access and transform an ever-increasing diversity of data. Everywhere data lives, from advanced data centers to mobile sensors to personal devices, our industry-leading solutions deliver the possibilities of data. Our data-centric solutions are comprised of the Western Digital, G-Technology, SanDisk, and WD brands.

Western Digital Corp. (Nasdaq: WDC) today reported fiscal second quarter 2022 financial results. "I'm proud of the Western Digital team for delivering another quarter of strong results that exceeded guidance, even in the midst of ongoing supply chain disruptions and COVID-related challenges," said David Goeckeler, Western Digital CEO. "While we continue to experience strong demand across our end markets, these challenges continue to present a headwind to near-term results. We've executed well in building a solid foundation for future profitable growth driven by innovative products within our flash and hard drive businesses. As these transitory headwinds subside, we expect to emerge in a stronger position to drive better through-cycle results, creating value for our shareholders, employees and customers."

The company generated $666 million in cash flow from operations, made a total debt repayment of $2.21 billion, issued $1.00 billion in notes and ended the quarter with $2.53 billion of total cash and cash equivalents. During the quarter, the company fully repaid the remaining balance of its Term-Loan B-4 in an amount of $943 million, and repaid $1.27 billion on its Term-Loan A-1. In addition, the company closed a public offering of $1.00 billion aggregate principal amount in senior unsecured notes, bringing total gross debt outstanding to $7.40 billion at the end of the fiscal second quarter.

Western Digital has expanded its WD Black series of SSDs with yet another model today and the SN770 seems like yet another dilution of the Black brand, as it's WD's second PCIe 4.0 DRAM-less Black series drive. On the upside, capacities range from 256 GB to 2 TB, unlike the SN750 SE which tops out at 1 TB and sequential speeds are also up, with read speeds rated at up to 5150 MB/s and write speeds of up to 4900 MB/s. This is still a far cry from the SN850, which should be considered the only high-end consumer SSD from WD at the moment.

WD did also provide some random performance numbers in the shape of up to 740K IOPS read and 800K IOPS write, which should make this one of the fastest DRAM-less SSDs currently on the market. WD claims the SN770 is 20 percent more power efficient than the SN750 SE, without providing any further details. WD provides a five year warranty for all SKUs and have rated the drives at a 1.75 million hour MTTF time, with the 1 TB SKU having a 600 TBW or 0.33 DWPD write endurance rating. Pricing starts at US$59.99 for the 250 GB SKU, with the 500 GB SKU coming in at US$79.99, the 1 TB at US$129.99 and the 2 TB at US$269.99. This places the 1 TB SKU at US$30 less than the SN850 and the same amount more than the SN750 SE. The SN770 is available as of today.

Western Digital is preparing to update its client SSD lineup with a new flagship product, the WD Black SN850X. The drive was referenced in a December 10 certification filing with the PCI-SIG. The drive unsurprisingly features a PCI-Express 4.0 x4 interface. Nothing else is known about the drive, but the "X" in its name could signify a performance uplift over the current WD Black SN850 from an updated controller, a newer generation of NAND flash, or better stock cooling. Interestingly, the listing also references a drive called "SN820," which could be an "unbranded" successor to the PC SN810, a drive the company sells to system integrators and OEMs.

Marvell today announced that it will ship its 5 billionth hard disk drive (HDD) controller next month, marking a significant milestone in the company's 25 years of delivering data storage solutions. This achievement is a testament to the longevity of Marvell's HDD business and underscores the company's ongoing commitment to investing in and developing cutting-edge Bravera HDD products and IP to address the ever-increasing need for greater storage capacity.

The ongoing digital transformation is driving the adoption of cloud services, digital payments, artificial intelligence, and 5G, requiring higher capacity data storage. As a result, cloud data centers are looking for HDD storage to meet the growing zettabyte demand. Marvell's comprehensive suite of Bravera HDD controller and preamplifier solutions leverage the company's IP and process excellence including over 1,500 HDD-related patents and 18 generations of Read Channel IP. With its advanced architecture built on best-in-class areal density, data reliability, and power consumption, Marvell is enabling the growth of mass storage applications from the edge to the cloud.

"Reaching our 5 billionth HDD controller shipment is a huge accomplishment and we'd like to take a moment to thank our longstanding customers and partners for their trust and collaboration over many years. We celebrate this milestone alongside them," said Dan Christman, Executive Vice President, Storage Group at Marvell. "We remain deeply committed to the HDD market and will continue to invest in leading-edge Bravera technologies that advance the next generation of cloud data storage infrastructure."

The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce's latest investigations. More specifically, NAND Flash suppliers' hyperscaler and enterprise clients kept up their procurement activities that began in 2Q21 in order to deploy products based on new processor platforms. Major smartphone brands, on the other hand, likewise expanded their NAND Flash procurement activities during the quarter as they prepared to release their new flagship models. As such, clients in both server and smartphone industries made significant contributions to the revenue growth of the NAND Flash industry for 3Q21. At the same time, however, suppliers also warned that orders from PC OEMs began showing signs of decline. On the whole, the industry's quarterly total NAND Flash bit shipment increased by nearly 11% QoQ for 3Q21, and the overall NAND Flash ASP rose by nearly 4% QoQ for the same quarter. Thanks to rising prices and expanding shipments, the quarterly total NAND Flash revenue increased by 15% QoQ to a new record high of US$18.8 billion in 3Q21.

Western Digital Corp. (Nasdaq: WDC) today reported fiscal first quarter 2022 financial results. "Strong demand across diverse end markets, particularly for our cloud products, combined with Western Digital's strong innovation engine, broad routes to market and sharpened execution, enabled us to deliver solid results within our guidance range, even in the face of significant COVID impacts and supply chain disruptions," said David Goeckeler, Western Digital CEO. "While these disruptions are transitory, the long-term opportunities for Western Digital remain unchanged as the world's digital transformation continues to accelerate. We believe that the migration to the cloud and demand for storage solutions throughout the client and consumer markets will continue to drive a huge opportunity for Western Digital and our customers."

The company generated $521 million in cash flow from operations, made a total debt repayment of $213 million, and ended the quarter with $3.3 billion of total cash and cash equivalents. Average shares outstanding were 316 million for the quarter. In addition, as a result of strong financial results and free cash flow generation, on October 22, 2021, the company fully repaid the remaining balance of Term Loan B in an amount of $943 million, bringing total gross debt outstanding to $7.7 billion.

According to a recent report, it is estimated that more than 50 million people across the globe self-identified as having a career in the cultural and creative industries. With the everchanging definition of "creator" in a technology-driven world, this title now reaches beyond graphic designers and videographers to include content creators, UI/UX designers, artists and illustrators, entrepreneurs and freelancers, engineers, architects, grad students and more.

When crunching large amounts of data on their next passion project, access to fast and reliable storage solutions can greatly improve a creator's workflow, giving them peace of mind and allowing them to stay in the creative moment. With intense workload demands, today's creative professionals need technology that empowers their creativity without stress over losing their brilliant work, project bottlenecks or slow storage speeds.

According to an IDC 2021 FutureScape, by 2021, at least 70% of digitally-enabled small- and medium-sized businesses (SMBs) will operate under a hybrid model of working, with remote work emerging as a norm. This can put pressure on business owners as they, their staff or IT consultants support advanced use cases like virtualization, collaborative editing and intensive database workloads in order to manage the seamless flow of data.

For SMBs, NAS or network attached storage, is one of the most widely used methods for accessing, sharing and protecting data alongside the cloud. NAS solutions help SMBs solve for latency and remote shared access to data or applications across the network. "SMBs need robust systems that are efficient and intuitive to manage, and in many cases they need some sort of infrastructure on-premises. A NAS solution can benefit SMBs of all sizes, providing the performance, capacity and reliability they need. For more advanced and performance intensive applications, however, the NAS system will need a boost," said Eric Spanneut, vice president of Client and Enterprise SSDs for Western Digital's Flash Business unit. "Our new WD Red SN700 NVMe SSD is the perfect caching solution to complement our WD Red HDDs in a high-capacity NAS environment."

At the company's HDD Reimagine event today, Western Digital Corp. (NASDAQ: WDC) introduced a new flash-enhanced drive architecture that breaks traditional boundaries of storage. Building on the company's unique ability to innovate with HDD and flash, the new storage architecture with OptiNAND technology optimizes and integrates HDDs with iNAND embedded flash drives. This gives customers - like hyperscale cloud, CSPs, enterprises, smart video surveillance partners, NAS suppliers and more - a solution to meet the exponential growth in data creation by delivering the capacity, performance and reliability needed to store vast amounts of data today and well into the future.

Leveraging industry-first technologies including triple-stage actuator (TSA) and HelioSeal technology, the first products featuring the new drive architecture will deliver an unsurpassed 2.2 TB per platter, extending capacities gains on proven ePMR technology. Setting a new industry milestone, Western Digital has shipped samples of new nine-disk, 20 TB ePMR flash-enhanced drives with OptiNAND technology to select customers.

KIOXIA and Western Digital are in talks to merge, creating a behemoth in the data storage industry. This would be KIOXIA's first big corporate move after being spun off from Toshiba Corporation as its flash memory business. The combination—if it goes through—would essentially see the merger of three distinct brands—KIOXIA, Western Digital, and SanDisk; with KIOXIA and SanDisk bringing together market-leading expertise in flash memory; and Western Digital bringing in "warm" and cold storage solutions, such as hard drives. 5G is expected to create an explosion in data, and the merged trans-Pacific entity could more effectively address it. A deal worth $20 billion could be struck by mid-September, if the merger talks succeed. KIOXIA is declining to comment on the story, as it prepares its IPO that includes shares from Toshiba and Bain Capital. Shares of Western Digital, meanwhile, are trading up.

NAND Flash suppliers' Clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments, according to TrendForce's latest investigations. Moreover, the adoption rate of 4/8 TB products in the enterprise SSD market increased substantially on account of the releases and adoption of the new server processor platforms from Intel and AMD. Although the recent wave of COVID-19 outbreaks that struck Southeast Asia weakened smartphone sales in 2Q21, the quarterly total NAND Flash bit shipments rose by nearly 9% QoQ, as PC OEMs still had plenty of component orders in 2Q21 due to the fairly robust notebook demand during the period. On the other hand, the shortage of controller ICs became more severe during the period, and the winter storm that battered Texas this February affected the operation of Samsung's foundry fab Line S2 in Austin. As demand for NAND Flash products rose, the overall ASP also rose by nearly 7% QoQ, and the quarterly total NAND Flash revenue rose by 10.8% QoQ to US$16.4 billion in 2Q21.