Research Reports


NAND Flash


NAND Flash Market Bulletin_20230111

2023/01/11

NAND Flash

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Negotiations on contract prices have been slow amidst buyers’ wait-and-see sentiment on procurement, and contract prices of each product category...

NAND Flash Wafer Contract Price Dec. 2022

2022/12/30

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the increasingly passive attitude in procurement and transactions among downstream buyers...

NAND Flash Contract Price Dec. 2022

2022/12/30

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had maintained stabilization in prices this month due to sturdy demand...

1Q23 Memory Price Projection

2022/12/23

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, 4Q22, carrying on from the price projection...

NAND Flash Market Bulletin_20221221

2022/12/21

NAND Flash

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The latest wave of sanctions (announcement of Entity List) imposed on Chinese suppliers by the US has prevented sellers from engaging active sales of wafer contracts during December...

Long-Term Projection Indicates YoY Growth of NAND Flash Demand Bits Will Stay Under 30% as Demand Slows for PC Client SSDs

2022/12/20

NAND Flash

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Global market intelligence firm TrendForce reports that for a while, the COVID-19 pandemic was driving procurement activities related to working from home and digital transformation...

YMTC Officially Included in Entity List on 12/15 and May Fade Out from 3D NAND Market after 2024

2022/12/16

NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, it has been over 60 days since YMTC was included in the Unverified List (UVL) by the US government on October 7th...

NAND Flash Market Bulletin_20221214

2022/12/14

NAND Flash

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End buyers of consumer electronics, under conservative stocking and the slight contribution from seasonal demand, have sizably improved in inventory compared to the previous quarter...

As Decline in Memory Prices Continues, Production Cost Will Determine Memory Suppliers’ Profitability and Guide Their Decisions on Production Cut

2022/12/13

DRAM , NAND Flash

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The latest research by global market intelligence TrendForce reveals that from the start of 2022 onward, the memory market as a whole has been affected by continuous supply expansion and weakening demand...

NAND Flash Industry Analysis-4Q22

2022/12/09

NAND Flash , Smartphones

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An overview of the developments in the NAND Flash market during 4Q22 is as follow: Demand has fallen noticeably for enterprise SSDs as high inflation and rising interest rates constrain CapEx for companies across most sectors...