Research Reports


NAND Flash


With NAND Flash Suppliers Seeing Large Drops in Inventory Levels, Kioxia and WDC Have Again Raised Their Capacity Utilization Rates Sharply in March to Maximize Profitability

2024/03/14

NAND Flash

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Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...

NAND Flash Market Bulletin_20240313

2024/03/13

NAND Flash

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Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...

NAND Flash Industry Analysis-1Q24

2024/03/11

NAND Flash

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The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...

NAND Flash Market Bulletin_20240306

2024/03/06

NAND Flash

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Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

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According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

NAND Flash Wafer Contract Price Feb. 2024

2024/02/29

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, buyers have been carrying on with stocking activities due to their anticipation on a tight supply that will persist for the entire year...

NAND Flash Contract Price Feb. 2024

2024/02/29

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, overall market has yet to ramp up significantly in momentum after Chinese New Year...

Enterprise SSD Revenue Rose by Nearly 50% for 4Q23 Due to Two Consecutive Quarters of Increase in Procurement Volume and Price Rebound

2024/02/27

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...

Price Rebound and Demand Growth Caused NAND Flash Revenue to Increase Significantly by 24.5% QoQ for 4Q23

2024/02/27

NAND Flash

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Global market intelligence firm TrendForce reports that contract prices of NAND Flash wafers finally began to rebound near the end of 3Q23 after the NAND Flash supply chain...

1Q24 Mobile Datasheet

2024/02/22

DRAM , NAND Flash , Smartphones +1

 EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.