Subject


NAND Flash


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...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

NAND Flash

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

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