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Sustained Price Rally for DRAM and NAND Flash into 4Q24 Is Possible If Suppliers Prudently Control Output, Says TrendForce

2024/01/19

Semiconductors

TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise, NAND Flash rebounded in 3Q23 after four quarters of decline. The persistence of this rally in memory prices during 2024 will largely hinge on suppliers’ ongoing and effective control over their capacity utilization rates.

Press Releases
Enterprise SSD Revenue Grows by 4.2% in 3Q23, with Over 20% Increase Expected in Q4, Says TrendForce

2023/12/08

Semiconductors

Overall, while enterprise SSD contract prices continued their downward trajectory in Q3, a surge in global purchasing demand by 10% has elevated its revenue to US$1.56 billion, marking a 4.2% QoQ increase.

Press Releases
NAND Flash Industry Revenue Grows 2.9% in 3Q23, Expected to Surge Over 20% in Q4, Says TrendForce

2023/12/05

Semiconductors

TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production. Initially, the market was clouded by uncertainty regarding end-user demand and fears of a subdued peak season, prompting buyers to adopt a conservative approach with low inventory and slow procurement.

Press Releases
Global SSD Shipments Down 10.7% YoY to 114 Million Units in 2022 , Says TrendForce

2023/11/07

Semiconductors

TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021. Despite the normalization of supply, global SSD shipments witnessed a decline, with only 114 million units shipped in 2022—a 10.7% decrease from the prior year.

Press Releases
Suppliers Scale Back Production, Q4 NAND Flash Contract Prices Projected to Climb 8~13%, Says TrendForce

2023/10/17

Semiconductors

TrendForce research indicates a significant rise in NAND Flash contract prices in the fourth quarter, with an anticipated hike of approximately 8~13%. This increase has been largely attributed to stringent production controls exercised by suppliers.

Press Releases
NAND Flash Prices Expected to Stabilize and Rebound in Q4, Projected to Remain Steady or Increase 0-5%, Says TrendForce

2023/09/11

Semiconductors

According to TrendForce's research, other suppliers are also expected to follow suit and increase their production cutbacks in the fourth quarter to accelerate inventory reduction. With this maneuver in play, Q4 NAND Flash average prices are projected to either hold firm or witness a mild surge, possibly in the ballpark of 0~5%.

Press Releases
Global Enterprise SSD Revenue Hits New Low in Q2 at US$1.5 Billion, Peak Season Growth Expected to Fall Short of Forecasts, Says TrendForce

2023/08/31

Semiconductors

TrendForce research reveals that, due to the impacts of high inflation and economic downturn, CSPs are adopting more conservative strategies when it comes to capital expenditure and consistently reducing their annual server demand forecasts. Consequently, global enterprise SSD revenue hit an all-time low in the second quarter, totaling just $1,500 million—a QoQ decrease of 24.9%.

Press Releases
After a Low Base Year in 2023, DRAM and NAND Flash Bit Demand Expected to Increase by 13% and 16% Respectively in 2024, Says TrendForce

2023/08/30

Semiconductors

TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector. Market demand visibility for consumer electronic is projected to remain uncertain in 1H24.

Press Releases
ASP of NAND Flash to Continue Falling 3~8% in 3Q23, Only Wafer Prices to Increase, Says TrendForce

2023/07/06

Semiconductors

TrendForce predicts that NAND Flash wafers will be the first to see a price hike in 3Q23 as prices for module products such as SSDs, eMMCs, and UFS will likely continue to fall due to tepid downstream demand. Consequently, the overall ASP of NAND Flash is forecast to continue dropping by about 3~8% in 3Q23, though a possibility exists prices may recover in 4Q23.