Research Reports


NAND Flash


Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

2024/05/30

DRAM , NAND Flash

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The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

NAND Flash Market Bulletin_20240529

2024/05/29

NAND Flash

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Having arrive at the end of May, the consumer market remains conservative towards future demand, while suppliers are expected to carry on with their intention in raising prices throughout 3Q24...

Revenue from Enterprise SSDs Grew by More than 60% QoQ for 1Q24 Due to Orders Being Driven by SSD Adoption in AI Server Segment

2024/05/24

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that SSD demand rebounded in 1Q24, unlike the situation in 1Q23 when there was a sharp decline in SSD orders due to buyers focusing on inventory reduction...

NAND Flash Revenue Rose Sharply by Nearly 30% QoQ for 1Q24 Due to Another 27% QoQ Increase in Overall ASP and Strong Restocking Demand That Was Carried over from 4Q24

2024/05/24

NAND Flash

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Global market intelligence firm TrendForce reports that electronics OEMs increased NAND Flash procurement quantity in 1Q24 as they wanted to build up their inventories at low prices...

NAND Flash Market Bulletin_20240522

2024/05/22

NAND Flash

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It has not been easy for wafers to ascend in prices this month as consumer product brands are maintaining their conservativeness towards 2H24 demand...

NAND Flash Market Bulletin_20240515

2024/05/15

NAND Flash

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The client end is forced to accept the increase of 2Q24 contract prices, despite poor demand from the consumer market...

NAND Flash Market Bulletin_20240508

2024/05/08

NAND Flash

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Enterprise and PC SSD have come to an increase of more than 20% in average contract prices for 2Q24 after a month of negotiations on various end products...

Mobile DRAM Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, contract prices of mobile DRAM have been successively released for various application fields as impacts from the 403 earthquake gradually subside, with a larger degree of confirmation seen between the two South Korean suppliers...

Contract Prices of Memory Products Have Registered Larger-than-Expected Price Hikes in 2Q24, Reflecting a Shift in Buyers’ Mindset

2024/04/30

DRAM , NAND Flash

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According to the latest investigation by the global market intelligence firm TrendForce, as the memory market enters 2Q24 and in the aftermath of Taiwan's earthquake on April 3rd, some PC OEMs have accepted significantly larger hikes in the ASPs of DRAM and NAND Flash due to special considerations related to recent events...

NAND Flash Wafer Contract Price Apr. 2024

2024/04/30

NAND Flash

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Consumers of the retail market are becoming conservative in consumption due to factors such as China’s enervated economy, regional conflicts and warfare, and the ongoing inflation...

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