Research Reports


NAND Flash


Supply Status Updates on Key Components of Major Categories of End Products, Vol. 1

2022/01/03

DRAM , NAND Flash , Smartphones

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According to the latest market analysis by global market intelligence firm TrendForce, the global foundry industry has been experiencing capacity crunch for almost two years due to various factors including the COVID-19 pandemic...

NAND Flash Contract Price Dec. 2021

2021/12/30

NAND Flash

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The latest survey of the NAND Flash market by global market intelligence firm TrendForce indicates that the recent arrivals of the new COVID-19 variants (including the latest “Omicron”) have the potential to weaken the NAND Flash demand related to the various devices and equipment deployed in entertainment venues...

NAND Flash Wafer Contract Price Dec. 2021

2021/12/30

NAND Flash

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The latest survey of the NAND Flash market by global market intelligence firm TrendForce finds that the demand for retail NAND Flash storage products remains weak...

Update on Xi’an Lockdown: Samsung Will Adjust Manpower and Capacity Utilization of Its Two Local NAND Flash Fabs

2021/12/29

NAND Flash

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Global market intelligence TrendForce reports that the government of China’s Shaanxi Province has been enforcing a lockdown on the city of Xi’an since December 23rd due to a growing local COVID-19 outbreak. Currently

NAND Flash Market Bulletin_20211229

2021/12/29

NAND Flash

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The earlier arrival of Chinese New Year in 2022 has resulted in gradual inventory reduction and steady increase in stocking dynamics for a few module houses...

Demand Retreats to PCIe 3.0 SSD as Intel Lacks Volume for New Platforms amidst NB Shipment Growth

2021/12/28

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the constrained capacity of wafers that lasted an entire year has resulted in bottlenecks in production among PC brands...

Lockdown of Xi’an Is Not Expected to Affect Samsung’s NAND Flash Production but May Impact Logistics

2021/12/23

NAND Flash

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Global market intelligence firm TrendForce reports that the Chinese city of Xi’an has suffered an outbreak of the Delta variant of COVID-19 recently, and the number of confirmed cases of infection within the city has risen above 140 this month...

NAND Flash Market Bulletin_20211222

2021/12/22

NAND Flash

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Market participants are currently in the preliminary phase for the negotiation of 1Q22 contract prices, and the procurement end for other applications has been rather quiet aside from PC OEMs...

NAND Flash Market Bulletin_20211215

2021/12/15

NAND Flash

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With the end of the year just right around the corner, the better-than-expected NB orders in 4Q21 have helped sellers to alleviate partial inventory pressure...

NAND Flash Market Bulletin_20211208

2021/12/08

NAND Flash

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Market participants are about to enter the critical period that confirms on 1Q22 demand, and will be initiating price negotiations after confirmation...