Research Reports


NAND Flash


NAND Flash Market Bulletin_20230719

2023/07/19

NAND Flash

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Suppliers are exhibiting clear intentions in safeguarding the bottom line of their prices amidst the successive release of quotations for 3Q23 contract prices...

NAND Flash Market Bulletin_20230712

2023/07/12

NAND Flash

 PDF

Price negotiations for 3Q23 are still underway without any clear consensus as of yet. PC OEMs have become buyers of prioritized negotiations for various suppliers due to SSD demand...

NAND Flash Market Bulletin_20230705

2023/07/05

NAND Flash

 PDF

It is currently the negotiation period for 3Q23 contract prices, where sellers are showing a more adamant attitude towards wafers...

NAND Flash Wafer Contract Price Jun. 2023

2023/06/30

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had remained flat in ASP during June...

NAND Flash Contract Price Jun. 2023

2023/06/30

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had maintained stability in prices this month under almost no changes to the structure of market activities compared to that of May...

Memory Price Forecast for 3Q23

2023/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...

NAND Flash Market Bulletin_20230621

2023/06/21

NAND Flash

 PDF

Suppliers have now started their negotiations for 3Q23 prices. Considering how major US smartphone brands are exhibiting a lower level of demand in 2H23 compared to that of past years...

NAND Flash Market Bulletin_20230614

2023/06/14

NAND Flash

 PDF

Negotiations for 3Q23 contract prices are about to begin. Despite the established consensus on a deterioration of annual end demand, the outcome could be mitigated due to seasonal effects in 2H23...

NAND Flash Industry Analysis-2Q23

2023/06/12

NAND Flash

 PDF

Brief summary on 2Q23 NAND Flash market: businesses have been confined in CapEx under the high inflation and climbing interest rate...

NAND Flash Wafer Contract Price May 2023

2023/05/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had leveled in ASP during May, and transactions were relatively vigorous in the Chinese market...