Research Reports

S5. Quarterly Smartphone Market Decode_4Q23

2023/11/30

DRAM , NAND Flash , Panel Industry , Smartphones +1

 ZIP

NAND Flash Contract Price Nov. 2023

2023/11/30

NAND Flash

 PDF

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...

NAND Flash Market Bulletin_20231129

2023/11/29

NAND Flash

 PDF

Enterprise SSD from the server field remains as the end product with the lowest transaction momentum, despite significant increment in overall 4Q23 contract prices...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

2023/11/28

NAND Flash , AI Server/HBM/Server

 PDF

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...

NAND Flash Revenue Rose by 2.9% QoQ for 3Q23 as Suppliers’ Production Cuts Encouraged Buyers in Consumer Application Segments to Start Raising Procurement Volumes at End of Quarter

2023/11/24

NAND Flash

 PDF

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...

NAND Flash Market Bulletin_20231115

2023/11/15

NAND Flash

 PDF

Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...

NAND Flash Market Bulletin_20231108

2023/11/08

NAND Flash

 PDF

Negotiations for the 4Q23 contract prices of various products are almost concluded, except a stalemate between several suppliers and their corresponding clients...

SSD Shipment among Global Channels Reached 114 Million Units in 2022 at 10.7% YoY Drop

2023/11/02

NAND Flash

 PDF

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...

PC-Client OEM SSD Contract Price 4Q23

2023/11/01

NAND Flash

 PDF

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...

NAND Flash Market Bulletin_20231101

2023/11/01

NAND Flash

 PDF

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...