Research Reports


NAND Flash


Enterprise SSD Contract Price 2Q23

2023/04/21

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North America is not seen with a sizable increase in orders due to how server ODMs have been aggressively reducing their inventory under a conservative outlook on the overall economy...

NAND Flash Market Bulletin_20230419

2023/04/19

NAND Flash

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With the unfolding of coordination on 2Q23 contract prices, smartphone OEMs have yet to turn aggressive on eMMC and UFS procurement from Samsung’s production cut...

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

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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...

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