eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focu...
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden...
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...
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.
Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supportin...
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,...
AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.
China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will r...
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in do...
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...
Wafer prices began rising since March this year, with mainstream large-capacity wafers having accumulated an approximate increase of 19% within two months...
As indicated by the survey of global market intelligence firm TrendForce, SLC and MLC prices continued to rise throughout May...
Output is continuously shrunken by production cuts among suppliers, which gradually improves the disequilibrium of market activities, thus allowing suppliers to grasp on the power of setting prices...
