Research Reports


NAND Flash


NAND Flash Market Bulletin_20240710

2024/07/10

NAND Flash

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Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...

NAND Flash Market Bulletin_20240703

2024/07/03

NAND Flash

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Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the price hike...

NAND Flash Contract Price Jun. 2024

2024/06/28

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, several subsidization policies recently proposed by the Chinese government in the hope of stimulating public consumption have proven to be lackluster in efficacy so far...

NAND Flash Wafer Contract Price Jun. 2024

2024/06/28

NAND Flash

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As indicated by the survey of market intelligence firm TrendForce, the consumer product market has yet to see any improvement from purchase dynamics, where suppliers are only receiving small batches of temporary orders...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

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As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

NAND Flash Market Bulletin_20240626

2024/06/26

NAND Flash

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Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...

NAND Flash Market Bulletin_20240619

2024/06/19

NAND Flash

 PDF

Market participants are about to unfold their negotiations for 3Q24 contract prices, having arrived at the end of 2Q24, and the overall procedure is expected to be even more complicated and prolonged to that of 2Q24...

NAND Flash Market Bulletin_20240612

2024/06/12

NAND Flash

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With negotiations for 3Q24 contract prices about to begin, momentum of demand for enterprise SSD actuated by the AI trend remains relatively robust...

NAND Flash Industry Analysis-2Q24

2024/06/04

NAND Flash

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Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...

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