Research Reports


NAND Flash


NAND Flash Market Bulletin_20230412

2023/04/12

NAND Flash

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As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

DRAM , NAND Flash , Wafer Foundries

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

DRAM , NAND Flash , Wafer Foundries

 PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

NAND Flash Contract Price Mar. 2023

2023/03/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, market dynamics are still at a standstill under a relatively low frequency of transactions and smaller orders between market participants...

NAND Flash Wafer Contract Price Mar. 2023

2023/03/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, average concluded prices of wafers saw an apparent reduction this month at an average of 12% for mainstream 512Gb TLC wafer...

NAND Flash Market Bulletin_20230329

2023/03/29

NAND Flash

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Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

2023/03/23

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

NAND Flash Market Bulletin_20230322

2023/03/22

NAND Flash

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An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...

NAND Flash Market Bulletin_20230315

2023/03/15

NAND Flash

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Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...

NAND Flash Market Bulletin_20230308

2023/03/08

NAND Flash

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Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...