Research Reports


NAND Flash


Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs

2020/10/26

DRAM , NAND Flash , Smartphones

PDF

Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the latest export control rules issued by the US Department of Commerce came into effect...

Enterprise SSD Contract Price 4Q20

2020/10/23

NAND Flash

PDF

According to TrendForce’s latest analysis of the NAND Flash market, the recent wave of procurement related to Huawei sanctions has lessened the inventory pressure on NAND Flash suppliers...

PC-Client OEM SSD Contract Price 4Q20

2020/10/23

NAND Flash

PDF

TrendForce reports that the average contract prices of SATA and PCIe client SSDs (that are of the mainstream density specifications and shipped to PC OEMs...

eMMC Contract Price 4Q20

2020/10/23

NAND Flash

PDF

As indicated by the survey of global market intelligence firm TrendForce, the sanction imposed on Huawei by the US on August 17th has forced the particular brand to implement an aggressive stocking in primary components used for mobile and end consumer electronics...

Landscape of SSD Module Market in 2019 Was Similar to 2018 as Kingston, ADATA, and Tigo Remained Top Three in Ranking

2020/10/22

NAND Flash

PDF

According to TrendForce’s research, the total worldwide shipments of branded SSDs bound for the channel (retail) market in 2019 reached...

NAND Flash Market Bulletin_20201021

2020/10/21

NAND Flash

PDF

The market is currently in the midst of negotiation for 4Q20, though the trend of SSD contract prices has been predominantly set...

[Update] SK Hynix Plans to Acquire 3D NAND Production Capacity and Relevant Technology of Intel’s Dalian Fab

2020/10/20

NAND Flash

PDF

SK Hynix has announced today (20th) that it will be acquiring Intel’s Fab68 in Dalian for US$9 billion...

NAND Flash Market Bulletin_20201014

2020/10/14

NAND Flash

PDF

The quarterly negotiation for 4Q20 is drawing to a close. The supply end had experience alleviated inventory pressure due to the dynamics of inventory pull prior to the sanction on Huawei...

China's Semiconductor Development Report-2H20

2020/10/07

DRAM , NAND Flash

PDF

Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, DRAMeXchange offers analysis of their potential impact on the market from various aspects.

NAND Flash Wafer Contract Price Sep. 2020

2020/09/30

NAND Flash

PDF

TrendForce’s latest survey of the NAND Flash market finds that the August 17 announcement of the new export control rules targeting Huawei caused a short-term demand surge...