Research Reports


NAND Flash


NAND Flash Market Bulletin_20201021

2020/10/21

NAND Flash

 PDF

The market is currently in the midst of negotiation for 4Q20, though the trend of SSD contract prices has been predominantly set...

[Update] SK Hynix Plans to Acquire 3D NAND Production Capacity and Relevant Technology of Intel’s Dalian Fab

2020/10/20

NAND Flash

 PDF

SK Hynix has announced today (20th) that it will be acquiring Intel’s Fab68 in Dalian for US$9 billion...

NAND Flash Market Bulletin_20201014

2020/10/14

NAND Flash

 PDF

The quarterly negotiation for 4Q20 is drawing to a close. The supply end had experience alleviated inventory pressure due to the dynamics of inventory pull prior to the sanction on Huawei...

NAND Flash Wafer Contract Price Sep. 2020

2020/09/30

NAND Flash

 PDF

TrendForce’s latest survey of the NAND Flash market finds that the August 17 announcement of the new export control rules targeting Huawei caused a short-term demand surge...

NAND Flash Contract Price Sep. 2020

2020/09/30

NAND Flash

 PDF

Market intelligence firm TrendForce reports that the temporary demand surge resulting from the latest sanctions against Huawei benefited prices of NAND Flash chips in September...

NAND Flash Market Bulletin_20200930

2020/09/30

NAND Flash

 PDF

It is currently the crucial period for the negotiation of 4Q20 contract prices, which will remain on the...

NAND Flash Market Bulletin_20200923

2020/09/23

NAND Flash

 PDF

The quotations for the contract prices of NAND Flash wafer from the supply end are becoming gradually conservative this month due to...

Huawei’s Stocking Lowers Inventory for Suppliers, and Prompts a Contracted Drop for eMMC and UFS in Short Term

2020/09/22

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the new sanction on Huawei has forced the company to elevate its inventory level expeditiously...

NAND Flash Market Bulletin_20200916

2020/09/16

NAND Flash

 PDF

Pertaining to the contract prices for NAND Flash wafer in September, Huawei’s elevated stocking has generated an inventory level for suppliers that is...

NAND Flash Market Bulletin_20200909

2020/09/09

NAND Flash

 PDF

The contract prices for this month may lack stocking dynamics due to the inventory level from module makers that remains higher than 8 weeks...