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After hitting the bottom, the NAND Flash market finally saw signs of recovery at the end of 3Q23, and the rally has now begun entering 4Q23...
As indicated by the survey of global market intelligence firm TrendForce, SLC products are starting to see a rebound in prices alongside mainstream TLC variations under suppliers’ strategic reduction of provision...
Enterprise SSD from the server field remains as the end product with the lowest transaction momentum, despite significant increment in overall 4Q23 contract prices...
Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...
According to TrendForce’s latest research, the NAND Flash industry experienced a turning point in 3Q23. Initially, NAND Flash buyers maintained a cautious approach to inventory management...
Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...
Negotiations for the 4Q23 contract prices of various products are almost concluded, except a stalemate between several suppliers and their corresponding clients...
As indicated by the survey of global market intelligence firm TrendForce, the SSD market had accelerated in deterioration under the turmoil of global politics in 2022...
As indicated by the survey of global market intelligence firm TrendForce, module houses had first started reflecting on the rising cost of client SSD among channels since the end of 3Q23 as a result of the increasing wafer prices from the significant production cuts of the supply end...
Module houses continue to pile up their wafer orders. Suppliers have started raising their prices by a significant margin as a number of players suspend on quotations and provision...
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