Research Reports


NAND Flash


NAND Flash Market Bulletin_20240424

2024/04/24

NAND Flash

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Suppliers are pretty much settled on their intention in carrying on with the increase of prices, despite ongoing negotiations on 2Q24 contract prices between market participants...

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

2024/04/18

NAND Flash , AI Server/HBM/Server

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Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of servers for AI inference applications...

NAND Flash Market Bulletin_20240417

2024/04/17

NAND Flash

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Suppliers continue to elevate their preliminary quotations by nearly 20% during the negotiations for 2Q24 contract prices, though the process has been prolonged due to...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , AI Server/HBM/Server +1

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

NAND Flash Market Bulletin_20240403

2024/04/03

NAND Flash

 PDF

Market participants are currently in the midst of negotiations for 2Q24 contract prices, where suppliers, having yet to ramp up their utilization significantly...

NAND Flash Wafer Contract Price Mar. 2024

2024/03/29

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, Chinese module houses are still exhibiting aggressive momentum in price follow ups as they continue to widen shipment to Chinese smartphone brands...

NAND Flash Contract Price Mar. 2024

2024/03/29

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, demand for SLC NAND Flash throughout March 2024 was primarily carried over from GPON tenders and communication network products of February...

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions

2024/03/27

NAND Flash , AI Server/HBM/Server

 PDF

The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...

NAND Flash Market Bulletin_20240327

2024/03/27

NAND Flash

 PDF

With 1Q24 coming to an end, market participants have started negotiating for 2Q24 contract prices, where suppliers are generally asking for a 20% increase in quotations...