TrendForce’s latest findings reveal that the top NAND Flash suppliers faced mounting inventory pressure and weakening end-market demand in the first quarter of 2025. Consequently, the industry saw a 15% QoQ decline in ASP and a 7% drop in shipment volume. Although some product prices rebounded by the end of the quarter, boosting demand, the combined revenue of the top five NAND Flash brands still fell sharply to US$12.02 billion—a nearly 24% QoQ decline.
TrendForce’s latest report, “2025 Micro LED Display and Non-Display Application Market Analysis,” reveals that the current development of Micro LED technology in the display sector focuses on two key challenges: optimizing manufacturing costs through design and production improvements, and identifying unique niche markets.
TrendForce reports that following the new U.S. export restrictions announced in April—which require additional permits for the export of NVIDIA’s H20 or any chips with equivalent memory bandwidth or interconnect performance to China—NVIDIA is expected to release a special low-power, downscaled version of the RTX PRO 6000 (formerly B40) for the Chinese market. This model will reportedly switch from the originally planned HBM memory to GDDR7, with a potential market debut as early as the second half of 2025.
TrendForce’s latest investigations reveal that continued AI investments by major North American CSPs are expected to drive a significant increase in enterprise SSD demand in the third quarter of 2025. The enterprise SSD market is likely to shift toward undersupply with finished product inventory levels remaining low, supporting a potential price increase of up to 10% QoQ.
TrendForce's latest findings reveal that demand for AI servers continues to accelerate the development of HBM technologies, with the three major suppliers actively advancing their HBM4 product roadmaps.
