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Infineon to Sell NOR Flash and F-RAM Business to Winbond, Focus on Core Growth Areas

09/17/2026 | Infineon
Infineon Technologies AG announced that it has entered into a definitive agreement under which Winbond Electronics Corporation, a Taiwan-based global supplier of semiconductor memory solutions, will acquire Infineon’s NOR Flash and F-RAM business in an all-cash transaction valued at $1.12 billion on a cash and debt free basis.

NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases

09/14/2026 | TrendForce
TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade.

Top 5 NAND Brands' Revenue Jumps 77% QoQ in 2Q26; Micron Rises to 3rd

08/18/2026 | TrendForce
TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026—particularly for enterprise SSDs—resulting in a supply shortage across the NAND Flash market.

Kioxia, Sandisk Develop Highest-Density 3D QLC NAND

08/06/2026 | BUSINESS WIRE
Future of Memory and Storage Conference (FMS) – Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation and Sandisk Corporation unveiled their next-generation Quad-Level-Cell (QLC) 3D flash memory technology, which delivers up to 60% increase in bit density compared to their 8th-generation, surpassing 37 Gb/mm² and setting the industry benchmark1 for bit density, performance and power efficiency.

NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27

07/21/2026 | TrendForce
TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026, driven by surging AI-related demand and limited capacity expansion.
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