The NAND Flash market is reversing upwards, fueled by HDD shortages driving robust enterprise QLC SSD demand. Contract and spot prices are climbing. Suppliers prioritize QLC output and process upgrade...
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...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
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...
Moving into 1Q25, the typical slow season, several factors are affecting the NAND Flash market. First, delays in NVIDIA’s product shipments...
The NAND Flash market remains under challenges, where Capex continues to prioritize on the constructions of AI servers, which help leveling orders of enterprise SSD...
In 2Q24, the NAND Flash market experienced mixed conditions. On one hand, there was an increase in inventory for PCs and smartphones. As a result, the related annual orders fell short of expectations....
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...
