Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...
The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...
After hitting the bottom, the NAND Flash market finally saw signs of recovery at the end of 3Q23, and the rally has now begun entering 4Q23...
As indicated by the survey of global market intelligence firm TrendForce, overall sales of the end sector have been low in visibility this year due to general economic risks...
The NAND Flash market persists under challenges, where enterprises’ successive allocation of their CapEx to the establishment of AI servers has led to a drop in enterprise SSD...
Global market intelligence TrendForce reports that some rush foundry orders appeared during 2Q23. This was due to TV brands seeing their component inventories drop to a low level...
Brief summary on 2Q23 NAND Flash market: businesses have been confined in CapEx under the high inflation and climbing interest rate...
Brief summary on 1Q23 NAND Flash market: both server and data center clients are still sluggish in procurement as the demand end persists in inventory reduction...
Leading Taiwanese driver IC supplier Novatek, despite poor market status, managed to accomplish a better-than-expected level of revenue in 4Q22...
An overview of the developments in the NAND Flash market during 4Q22 is as follow: Demand has fallen noticeably for enterprise SSDs as high inflation and rising interest rates constrain CapEx for comp...
An overview of the developments in the NAND Flash market during 3Q22 is as follow: There have been significant downward corrections to the annual global production figures for smartphones and NBs...
An overview of the developments in the NAND Flash market during 2Q22 is as follow: The material contamination incident at Kioxia and WDC’s joint production sites has caused...
An overview of the developments in the NAND Flash market during 1Q22 is as follow: In the earlier part of the quarter, the market continued to experience oversupply due to the effect of the off-season...
An overview of the developments in the NAND Flash market during 4Q21 is as follow: PC OEMs have started to adjust their storage component orders...
An overview of the developments in the NAND Flash market during 3Q21 is as follow: The data center segment still exhibits strong demand...
