Research Reports


NAND Flash


NAND Flash Market Bulletin_20250319

2025/03/19

NAND Flash

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Suppliers and module houses, who are reluctant to sell their products, are mostly implementing controls on product availability, aside from executing production cuts...

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

2025/03/18

DRAM , NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, brands of various end products decided to ship out their products in advance during 1Q25 due to...

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

2025/03/13

NAND Flash , Artificial Intelligence

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The booming progression of AI has prompted the demand for increasing performance of storage devices...

NAND Flash Market Bulletin_20250312

2025/03/12

NAND Flash

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Suppliers’ production cuts have started exerting effectiveness as seen from the recent rebound of spot prices, where clients are also exhibiting increasing willingness in purchases for 2Q25...

NAND Flash Industry Analysis-1Q25

2025/03/05

NAND Flash

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Moving into 1Q25, the typical slow season, several factors are affecting the NAND Flash market. First, delays in NVIDIA’s product shipments...

NAND Flash Contract Price Feb. 2025

2025/02/27

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, uncertainties of US tariff policy and regional conflicts have prompted a number of suppliers to decelerate their investment and wait on the fence...

NAND Flash Wafer Contract Price Feb. 2025

2025/02/27

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, February saw a similar market status to that of January due to off season effects and suppliers’ excessive inventory...

NAND Flash Market Bulletin_20250226

2025/02/26

NAND Flash

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Negotiations for contract prices of various products are mostly done for this quarter. Among which, enterprise SSD saw a widened reduction to 18-23% as CSPs have yet to recover their purchase dynamics...

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products

2025/02/26

NAND Flash

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Global market intelligence firm TrendForce reports that the NAND Flash market faced significant challenges in 4Q24...

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

2025/02/24

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the arrival of NVIDIA’s H series in 4Q24 spurred enterprise SSD orders...

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