Research Reports


NAND Flash


AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

 PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

NAND Flash Market Bulletin_20240626

2024/06/26

NAND Flash

 PDF

Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

DRAM , NAND Flash

 PDF

According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...

NAND Flash Market Bulletin_20240619

2024/06/19

NAND Flash

 PDF

Market participants are about to unfold their negotiations for 3Q24 contract prices, having arrived at the end of 2Q24, and the overall procedure is expected to be even more complicated and prolonged to that of 2Q24...

NAND Flash Market Bulletin_20240612

2024/06/12

NAND Flash

 PDF

With negotiations for 3Q24 contract prices about to begin, momentum of demand for enterprise SSD actuated by the AI trend remains relatively robust...

NAND Flash Industry Analysis-2Q24

2024/06/04

NAND Flash

 PDF

Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...

NAND Flash Wafer Contract Price May 2024

2024/05/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, consumers are leaning towards the reserved end of consumption for non-necessities under China’s unrecovered economy...

NAND Flash Contract Price May 2024

2024/05/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, communication network products and communication modules had remained as the source of demand for SLC NAND Flash throughout May 2024...

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

 PDF

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

 PDF

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...

Get in touch with us