Subject


NAND Flash


2024-01-03

[News] Samsung and Micron Rumored to Increase DRAM Prices by 15% to 20% in the First Quarter

NAND Flash

Global memory giants continue to reduce production, coupled with the situation where market demand is increasing due to the rise in artificial intelligence and high-performance computing applications, as well as inventory replenishment from the smartphone market. This combination is driving a contin...

2023-12-30

[Tech Recap and Glimpse 5-3] Can Memory Prices Sustain the Upward Trend Next Year?

NAND Flash

The ongoing reduction in production by major manufacturers throughout this year has gradually restored balance to the market supply and demand. This is beneficial for chip manufacturers to regain control over prices. Signs of a bottoming out and rebound have emerged in the memory market in the thir...

2023-12-29

[News] Market Anticipates a 50% Price Surge for NAND Flash in Short-Term

NAND Flash

After a rebound from the decline in NAND prices, the current quotations still show a gap from reaching the breakeven point for suppliers such as Samsung, Kioxia, SK Hynix, and Micron. Major domestic players in the NAND Flash industry indicate that NAND Flash suppliers, driven by the goal of profi...

2023-12-27

[Insights] Memory Spot Price Update: Modest DRAM Increase; NAND Flash 512Gb Premium Fades

NAND Flash

TrendForce releases the latest memory spot prices, with DRAM showing limited price increases due to sluggish trading momentum. On the other hand, NAND Flash is affected by inventory dynamics, leading to a gradual elimination of the premium for 512Gb. Details are as follows: DRAM Spot Market: I...

2023-12-22

[News] Micron’s Perspective on Memory Pricing, Believes it Could Rise Beyond 2025

NAND Flash

In the latest financial report and guidance released on the 20th, U.S. memory chip giant Micron outperformed analysts' expectations for both the last quarter and the current quarter. CEO Sanjay Mehrotra believes that product pricing will rebound next year, with the upward trend continuing until 2025...

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