Research Reports


NAND Flash


NAND Flash Market Bulletin_20240731

2024/07/31

NAND Flash

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Despite July coming to an end, market participants of NAND Flash have yet to finalize their agreement on the preliminary quotations for 3Q24 contract prices due to ongoing differences of options...

Enterprise SSD Contract Price 3Q24

2024/07/30

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the ongoing increase of shipment for servers adopted with NVIDIA’s GPUs has catalyzed a significant elevation of demand for enterprise SSD within North America...

eMMC/UFS Contract Price 3Q24

2024/07/30

NAND Flash

 PDF

According to the latest research by global market intelligence firm TrendForce, the sequential increases in NAND Flash prices from 4Q23 to the present have altogether been considerable...

PC-Client OEM SSD Contract Price 3Q24

2024/07/29

NAND Flash

 PDF

According to the latest survey by global market intelligence firm TrendForce, the overall consumption of client SSD inventory was sluggish in 1H24 due to weaker-than-expected PC sales...

Prospective Outlook on Enterprise SSD Applications; NAND Flash Suppliers to Fulfill AI Demand through Process Upgrades

2024/07/26

NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, clients associated with AI servers have been placing additional orders for enterprise SSD recently amidst the immense...

NAND Flash Market Bulletin_20240724

2024/07/24

NAND Flash

 PDF

Suppliers have initiated the second variation of negotiations for 3Q24 contract prices with tier 1 PC and smartphone clients, where a mere increment of 5-10% is seen as a result of suppliers’ decelerated price hikes...

DRAM Market Bulletin_20240717

2024/07/17

NAND Flash

 PDF

In the server DRAM segment, Samsung has begun discussing 3Q24 contract prices with North American customers. However, Samsung’s quotes are a lot higher than buyers’ expectations, showing a QoQ increase of 20%...

NAND Flash Market Bulletin_20240717

2024/07/17

NAND Flash

 PDF

Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

2024/07/12

DRAM , NAND Flash

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Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the supply-demand structure...

Memory Spot Prices Have Stabilized Recently Due to Marginal Reduction in Low-priced Inventory

2024/07/11

DRAM , NAND Flash

 PDF

TrendForce reports that since ASPs of memory products started to climb up in 4Q23, there has been a divergence between the contract and spot markets in terms of price trend...

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