3D wafer prices have slightly subsided after several months of strong increases, though finished products such as SSD have become the major source of increment for 1Q24...
For the demand end, notebook and smartphone clients are continuing with their stocking dynamics from 4Q23 in order to pile up low-priced inventory...
Following up on the projection made in last week, TrendForce’s latest survey currently finds no completed contract transaction...
Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...
Regarding contract prices of NAND Flash for 1Q24, there have been successive conclusions for SSD at an average QoQ growth of more than 20%...
The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...
Wafer prices, despite ongoing increment throughout December, are starting to exhibit stagnation in elevation after 512Gb surpassing US$3.0 from the lowest price point of US$1.4 this year...
After a sizable increment in wafer prices that lasted for several months, various end products of NAND Flash will be introducing another wave of price hike throughout 1Q24 at an expected QoQ growth...
Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...
DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation.....
Suppliers are continuously dropping in inventory attributed to the robust demand and expanded stocking orders of smartphones and notebooks...
Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...
