Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...
An increase of nearly 20% is expected to be seen from contract prices of 2Q24 primarily due to the unmitigated constraints on enterprise SSD provision...
Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...
In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...
Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...
Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...
Following the end of the Lunar New Year holiday, DRAM suppliers and buyers have yet to resume negotiations for 1Q24 contracts...
Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...
Trading activities have been scarce in the DRAM contract market for the past week, and the lack of transactions has been especially noticeable in the server DRAM and mobile DRAM segments...
Various product categories have seen a price surge of 23-28% in 1Q24 due to suppliers’ intention in drastically lowering their losses...
The DRAM market is gradually recovering, and growth is especially noticeable in the application segments related to consumer electronics...
Continuing from updates of previous bulletins, 3D wafers had largely subsided in increment during January, and saw a mere increase from US$3.3 to US$3.5 under signs of weakened dynamics...
Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...
