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Welltower Raises FY23 FFO Outlook On Strong Capital Deployment & Senior Housing Business The airline is reportedly looking to replace over 40 older-generation Airbus SE A321 planes with this new acquisition. The prospective deal not only signifies a massive win for Boeing but also marks a departure for Vietnam Airlines from its existing all-Airbus single-aisle jet fleet. The agreement involves the acquisition of about 50 Boeing 737 Max jets, a transaction estimated to be valued at a staggering $10 billion.

In a strategic move that could potentially reshape its fleet, Vietnam Airlines JSC is nearing a monumental deal with Boeing Co (NYSE: BA). Vietnam Airlines Eyes Monumental $10 Billion Deal With Boeing The agreement eyes a 20% share of chipset supply for smartphone launch in 2026. Under the deal, Qualcomm will supply Snapdragon 5G Modem‑RF Systems for the iPhone maker's smartphone launch in 2024, 2025, and 2026. Qualcomm Inc (NASDAQ: QCOM) stock is trading higher Monday after the chip designer forged a deal with Apple Inc (NASDAQ: APPL). Kioxia faced its own challenges, with Q2 revenues contracting by about 1.3% to US$18.3 billion.įor more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms.Qualcomm Announces Chip Supply Agreement With Apple While the tech world remains a buzz with AI servers, it’s the general-purpose server segment that’s most influential to NAND demand, leaving NAND Flash revenues untouched by the AI boom. Samsung’s revenue dipped by 1%, settling at around US$29 billion. The fall in ASP overshadowed their bit shipment growth. On the flip side, Samsung and Kioxia found the going tough in Q2, being the sole players to register revenue shrinkage. SK Group’s performance was especially noteworthy, logging a quarterly jump of roughly 26.6%, while Western Digital enjoyed a 5.4 % bump. This combo fueled bit shipment growth, bolstering their second-quarter revenues. SK Group (SK hynix & Solidigm) and Western Digital both benefited from a continuous slump in SSD inventories and an uptick in the storage capacities of consumer electronics devices. The market anticipates maintaining a low bit output supply until 2024. That said, an overarching view of the year hints that high inventory levels will continue to suppress the recovery of the NAND Flash industry. While the industry at large is adopting a production cut strategy, Micron’s gaze is set on a more balanced supply-demand scenario in 2H23.

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This resurgence in revenue performance came chiefly from shrinking inventories in PC and mobile markets, particularly as client SSDs benefited from expanding average storage capacities-setting a new record for bit shipments in a single quarter.

Q2 was a banner quarter for Micron, outpacing its peers with a 27.6% spike and raking in US$1.21 billion. Riding the stockpiling momentum for the high season, bit shipments are set to rise, propelling Q3 revenue growth past the 3% threshold.

Forecasts suggests a deceleration in ASP decline for NAND Flash products in Q3 to 5–10%. Yet, a crowded supplier landscape in the NAND Flash sector means that many players, faced with hefty inventories, will likely continue aggressive sales into Q3. With inventories set to thin out, price hikes loom on the horizon, possibly offering a remedy to the chronic supply-demand imbalance. To sum up, the Q2 landscape of the NAND Flash sector witnessed a 7.4% QoQ growth in revenue, reaching US$9.338 billion.įrom Q2, Samsung began reining in production with a further squeeze expected for the third quarter. Nevertheless, there was a silver lining as bit shipments grew by 19.9% QoQ from a low baseline in 1Q23. The ASP of NAND Flash also took a hit, tumbling 10–15%.

TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply.

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