Research Reports


NAND Flash


NAND Flash Market Bulletin - Jul. 2, 2025

2025/07/02

NAND Flash

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Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, and reserves, supporting long-term stability.

3Q25 Memory Price Forecast

2025/06/30

DRAM , NAND Flash , AI Server/HBM/Server

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3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.

NAND Flash Wafer Contract Price Jun. 2025

2025/06/30

NAND Flash

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NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.

NAND Flash Contract Price Jun. 2025

2025/06/30

NAND Flash

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Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supporting prices. MLC faces tighter supply, pushing prices further up, with the uptrend expected to persist.

WW SSD Street Price - Jun. 27, 2025

2025/06/27

NAND Flash

 EXCEL

WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan and EU.

NAND Flash Market Bulletin - Jun. 25, 2025

2025/06/25

NAND Flash

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Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM, enterprise, and automotive demand to support a favorable outlook for its NAND Flash growth and pricing.

NAND Flash Faces BT Substrate Shortage: 2H25 Supply Chain Pricing Outlook

2025/06/25

NAND Flash

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AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.

2Q25 Server Diamond Datasheet

2025/06/24

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.

NAND Flash Market Bulletin - Jun. 18, 2025

2025/06/18

NAND Flash

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China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will reshape market dynamics, impacting foreign vendors’ shipments in China.

NAND Flash Monthly Datasheet Jun. 2025

2025/06/16

NAND Flash , Notebook Computers , Smartphones +1

 EXCEL

TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.

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