Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating...
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits...
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
According to research by global market intelligence firm TrendForce, following several quarters of price corrections...
Moving into 1Q25, the typical slow season, several factors are affecting the NAND Flash market. First, delays in NVIDIA’s product shipments...
According to the latest research by global market intelligence firm TrendForce, contract prices of client SSDs continue to face downward pressure in 1Q25 (current quarter) due to rising inventory leve...
The NAND Flash market remains under challenges, where Capex continues to prioritize on the constructions of AI servers, which help leveling orders of enterprise SSD...
Market intelligence firm TrendForce reports that inventory levels are rising as the peak-season demand has been underwhelming. Based on NB ODM’s estimations...
TrendForce's report reveals that global channel market client SSD shipments grew by 3.7% YoY in 2023, driven by post-pandemic replacement demand and pre-emptive stocking in anticipation of NA...
In 2Q24, the NAND Flash market experienced mixed conditions. On one hand, there was an increase in inventory for PCs and smartphones. As a result, the related annual orders fell short of expectations....
According to the latest survey by global market intelligence firm TrendForce, the overall consumption of client SSD inventory was sluggish in 1H24 due to weaker-than-expected PC sales...
Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...
According to TrendForce’s latest research, PC OEMs have been actively raising their SSD inventory levels following the rebound of NAND Flash prices. However, sales of PCs and NBs were below expectatio...
The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...
Global market intelligence firm TrendForce reported that with contract prices of NAND Flash products rebounding since 4Q23, NB brands (PC OEMs) began to release more SSD...
