Research Reports


NAND Flash


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...

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...

NAND Flash Industry Analysis-1Q23

2023/03/07

NAND Flash

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Brief summary on 1Q23 NAND Flash market: both server and data center clients are still sluggish in procurement as the demand end persists in inventory reduction...

NAND Flash Wafer Contract Price Feb. 2023

2023/02/24

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, downstream clients have been cautious towards the market status for the short term amidst a restricted level of order visibility...

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