Research Reports


NAND Flash


Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June

2023/05/30

NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on NAND Flash suppliers...

Enterprise SSD Revenue Shrank by Nearly 50% QoQ for 1Q23 as Weak Demand and Inventory Adjustments Caused ASP to Drop by More Than 15% QoQ

2023/05/26

NAND Flash , AI Server/HBM/Server

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According to global market intelligence firm TrendForce, high inflation caused companies across sectors to scale back capital expenditure for this year...

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts

2023/05/25

NAND Flash

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According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

DRAM , NAND Flash , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

NAND Flash Market Bulletin_20230524

2023/05/24

NAND Flash

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Negotiations for 2Q23 contract prices are still underway. PC buyers, as client SSD prices gradually draw new to cash cost, are becoming more inclined in establishing low-priced inventory...

NAND Flash Market Bulletin_20230517

2023/05/17

NAND Flash

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Negotiations for 2Q23 are currently underway, where a sizable QoQ increase in client SSD orders by some NB OEMs has further enlarged the price reduction this quarter to an average drop almost...

NAND Flash Market Bulletin_20230510

2023/05/10

NAND Flash

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Efficacy of production cuts is gradually manifesting for 2H23 alongside an expansion in scale among South Korean suppliers...

Demand Continues to Weaken with Annual Server Shipment Projection Undergoing Downward Corrections

2023/05/03

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...

NAND Flash Market Bulletin_20230503

2023/05/03

NAND Flash

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The negotiation atmosphere of the contract market has been somewhat altered by the production cuts of suppliers...

NAND Flash Contract Price Apr. 2023

2023/04/28

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had remained leveled in prices this month under insignificant fluctuations in market activities...