In 2Q25, NAND Flash saw client SSD prices rise from tariff-driven PC pre-stocking, with moderate overall ASP growth. 3Q25 shifts to AI/server-led enterprise SSD demand, creating controller IC shortage...
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
NAND Flash contract prices remain stable with weak spot demand. Suppliers keep healthy inventory; PC and smartphone brands hold low stocks. Module house inventory steady, while hyperscalers increased...
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...
In the third quarter, enterprise SSD demand is strong, supporting NAND Flash capacity, while the smartphone and PC markets are weak. YMTC expands capacity and improves yield rates, increasing market s...
Samsung advances high-value NAND Flash technology amid rising AI and data center demand. Enterprise SSD growth boosts inventory digestion, yet overall NAND market recovery remains limited due to econo...
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to li...
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory...
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...
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, a...
In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward H...
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM,...
