Micron’s revenue grows to 4.8× its level of a year ago

1. Nanya Technology 6.8×NT$45.1 billion · maker
2. ESMT 5.7×NT$7.5 billion · maker
3. Transcend 3.9×NT$6.0 billion · module maker
4. Winbond 3.6×NT$28.2 billion · maker
5. Macronix 2.9×NT$8.4 billion · maker
6. Apacer 2.6×NT$3.0 billion · module maker

DRAM is CN 8542 32 39 and flash is CN 8542 32 69, each more than 512 Mbit and not in a multichip package. The EU as it stood each month: the United Kingdom is outside the total from February 2020. Left out of every price, because the count of pieces cannot be right: the EU total, DRAM, December 2024 (189,822,656 pieces for €112 m); Taiwan, DRAM, December 2024 (180,858,808 pieces for €29 m); Vietnam, DRAM, March 2025 (311,914 pieces for €9 m).

Country of origin as the importer declared it. A price is shown where a country sold at least 1% of the year’s value. A high price can be a different kind of part under the same code.

Each quarter, Micron’s 10-Q says why its DRAM and NAND sales changed, against the quarter before and against the same quarter a year earlier, in words such as “a mid-60% range increase in average selling prices”. The words become ranges by the table below; a later first quarter is the earlier one times the change on a year, the second and third quarters follow on the quarter before, and a fourth quarter is backed out of the next first quarter. Where Micron sized only one measure, the other is the sales change over it, marked derived. Where it sized both, their product holds the sales change in 53 of 60 statements; mix explains the rest, such as more HBM. The record ends with the last 10-Q: the 10-K gives no quarter.

Memory exports by country, in dollars a year

HS 854232, memories. Taiwan does not report to UN Comtrade. Only South Korea gives the weight, so the price per kilogram is its own.