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Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...
Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...
The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...
Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...
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...
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...
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...
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...
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...
Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...
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