NAND


2024-10-02

[Insights] Memory Spot Price Update: China’s National Day Holiday and Low Restocking May Lead to DRAM Spot Price Decline

According to TrendForce’s latest memory spot price trend report, regarding DRAM, with China’s upcoming National Day holiday and the lack of restocking momentum, the spot market is expected to become quieter in the next two weeks, causing the spot prices continue to slide. As for NAND flash, anot...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

2024-09-25

[Insights] Memory Spot Price Update: NAND Contract Prices for Q3 Shows Signs of Loosening, Likely to Persist until Q4

According to TrendForce's latest memory spot price trend report, regarding DRAM, reball DDR4 and DDR5 chips stripped from modules continue to flow into the spot market, adversely affecting the market outlook. As for NAND flash, contract prices for 3Q24 have exhibited signs of loosening. Some module ...

2024-09-25

[News] Kioxia Reportedly Cancels IPO Plan Next Month, Possibly Delaying It until November

A month ago, Kioxia has reportedly submitted its initial public offering (IPO) application to the Tokyo Stock Exchange. However, as the memory market recently seems to be on a roller coaster ride, the latest report by Reuters notes that the Japanese memory chip maker has decided to cancel its plan t...

2024-09-20

[News] NAND Flash: Embracing a New Development Phase

In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as ...

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