NuAxiSemiconductor trade intelligence

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

What happened

Macronix reported a 94% quarterly increase and 3993% annual surge in eMMC sales driven by a supply gap as major players exit the MLC NAND segment. This indicates a significant shortage and price pressure for eMMC components.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

eMMCMLC NAND

Macronix International

shortageprice-hikesupply-gap

Source and time

Source: DigiTimes Asia · 4/30/2026 · View original source

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Macronix eyes steady growth from 1Q26 amid eMMC supply gap

What happened

Impact and signal

Affected components and suppliers

Source and time

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