Supply-demand tightness in flash memory
First written in FY2018-Q1. 6 of 10 entries say "Mitigated", first in FY2018-Q3. Latest entry: 2026-05-11.
Macnica Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- FY2024-Q3MitigatedAnnual report
「The shortage of semiconductors and electronic components has passed its peak, and demand has entered an adjustment phase.」
The shortage of semiconductors and electronic components is considered to have passed its peak, easing the previous risk of supply-demand tightness. At the same time, demand is reported to have entered an adjustment phase. - FY2024-Q1MitigatedAnnual report
「The shortage of semiconductor products has passed its peak and conditions have become uneven across products.」
The shortage of semiconductor products has passed its peak, with conditions diverging by product, partially easing the overall risk of supply tightness. - FY2023-Q3MitigatedAnnual report
「Regarding the supply of semiconductors and other electronic components, supply has improved for some products, including certain memory products, but」
Supply of some memory products has improved, partially easing the previous risk of tight memory supply and demand. At the same time, broad-based supply shortages, including analog ICs, PLDs, and other standard ICs, continue. - FY2019-Q1MitigatedAnnual report
「Memory and other products for China's data center business continued to expand,」
The tight supply and demand for flash memory explicitly reported through the previous quarter is not mentioned this time, while the expansion of the memory business for data centers in China is indicated. - FY2018MitigatedAnnual report
「In the computer market, demand for flash memory for servers and storage systems expanded significantly as all-flash storage became more mainstream with rising awareness.」
The tight supply and demand for flash memory is not explicitly mentioned this time, while expanding demand is noted, indicating that the previous risk of supply-demand tightness has eased. - FY2018-Q3MitigatedAnnual report
「In the computer market, adoption of all-flash storage continued, and demand for flash memory for servers and storage systems expanded.」
The tight supply and demand for flash memory reported through the previous quarter is not explicitly mentioned this time, while continued adoption of all-flash storage and expanding demand are noted, indicating that the risk of supply-demand tightness has eased. - FY2018-Q2RestatedAnnual report
「Supply and demand for flash memory for servers and storage systems tightened.」
Tight supply and demand for flash memory associated with the shift to all-flash storage continues to be identified as a market risk. - FY2018-Q1First statedAnnual report
「In the computer market, demand for servers and storage systems increased, but supply and demand for the flash memory installed in them became tight.」
While demand for servers and storage systems is increasing, tight supply and demand for flash memory, a component used in these systems, is identified as a new market risk.