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Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM, enterprise, and automotive demand to support a favorable outlook for its NAND Flash growth and pricing.
AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.
China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will reshape market dynamics, impacting foreign vendors’ shipments in China.
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in domestic equipment, and focusing on improving transfer speeds and technological innovation to enhance global competitiveness.
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
Wafer prices began rising since March this year, with mainstream large-capacity wafers having accumulated an approximate increase of 19% within two months...
As indicated by the survey of global market intelligence firm TrendForce, SLC and MLC prices continued to rise throughout May...
Output is continuously shrunken by production cuts among suppliers, which gradually improves the disequilibrium of market activities, thus allowing suppliers to grasp on the power of setting prices...
Global market intelligence firm TrendForce reports that the global enterprise SSD market faced significant downward pressure in 1Q25...
According to the global market intelligence firm TrendForce, NAND Flash contract prices fell by more than 15% QoQ in 1Q25...
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