Research Reports


NAND Flash


HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

NAND Flash Wafer Contract Price Feb. 2024

2024/02/29

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, buyers have been carrying on with stocking activities due to their anticipation on a tight supply that will persist for the entire year...

NAND Flash Contract Price Feb. 2024

2024/02/29

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, overall market has yet to ramp up significantly in momentum after Chinese New Year...

Enterprise SSD Revenue Rose by Nearly 50% for 4Q23 Due to Two Consecutive Quarters of Increase in Procurement Volume and Price Rebound

2024/02/27

NAND Flash , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...

Price Rebound and Demand Growth Caused NAND Flash Revenue to Increase Significantly by 24.5% QoQ for 4Q23

2024/02/27

NAND Flash

 PDF

Global market intelligence firm TrendForce reports that contract prices of NAND Flash wafers finally began to rebound near the end of 3Q23 after the NAND Flash supply chain...

NAND Flash Market Bulletin_20240221

2024/02/21

NAND Flash

 PDF

Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...

NAND Flash Market Bulletin_20240207

2024/02/07

NAND Flash

 PDF

Various product categories have seen a price surge of 23-28% in 1Q24 due to suppliers’ intention in drastically lowering their losses...

eMMC/UFS Contract Price 1Q24

2024/01/31

NAND Flash

 PDF

Global market intelligence firm TrendForce reports that despite this first quarter being the traditional slow season, memory demand is on par with the previous quarter because smartphone brands are eager to...

NAND Flash Wafer Contract Price Jan. 2024

2024/01/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the difference between contract and spot prices has drastically subsided due to the diminishing level of orders from the retail market...

NAND Flash Contract Price Jan. 2024

2024/01/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, prices for January were largely leveled to that of December last year...

Get in touch with us