Research Reports


NAND Flash


Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

NAND Flash Market Bulletin_20240403

2024/04/03

NAND Flash

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Market participants are currently in the midst of negotiations for 2Q24 contract prices, where suppliers, having yet to ramp up their utilization significantly...

NAND Flash Wafer Contract Price Mar. 2024

2024/03/29

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, Chinese module houses are still exhibiting aggressive momentum in price follow ups as they continue to widen shipment to Chinese smartphone brands...

NAND Flash Contract Price Mar. 2024

2024/03/29

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, demand for SLC NAND Flash throughout March 2024 was primarily carried over from GPON tenders and communication network products of February...

1Q24 Server Diamond Datasheet

2024/03/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions

2024/03/27

NAND Flash , AI Server/HBM/Server

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The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...

NAND Flash Market Bulletin_20240327

2024/03/27

NAND Flash

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With 1Q24 coming to an end, market participants have started negotiating for 2Q24 contract prices, where suppliers are generally asking for a 20% increase in quotations...

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

2024/03/20

DRAM , NAND Flash

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According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...

NAND Flash Market Bulletin_20240320

2024/03/20

NAND Flash

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An increase of nearly 20% is expected to be seen from contract prices of 2Q24 primarily due to the unmitigated constraints on enterprise SSD provision...

With NAND Flash Suppliers Seeing Large Drops in Inventory Levels, Kioxia and WDC Have Again Raised Their Capacity Utilization Rates Sharply in March to Maximize Profitability

2024/03/14

NAND Flash

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Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...

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