Research Reports


NAND Flash


NAND Flash Market Bulletin_20240619

2024/06/19

NAND Flash

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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

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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

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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

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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

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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

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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...

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