Q2 NAND flash contract prices expected to rise by 13–18%
March 28, 2024
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.
Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
NAND Flash industry revenue grows 24.5% in Q423
March 06, 2024
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting USD 11.49 billion in 4Q23.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
NAND Flash industry revenue grows 2.9% in 3Q23
December 05, 2023
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Global SSD shipments down 10.7% YoY in 2022
November 07, 2023
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021.
Q4 NAND flash contract prices to climb 8~13%
October 17, 2023
TrendForce research indicates a significant rise in NAND Flash contract prices in the fourth quarter, with an anticipated hike of approximately 8~13%.
Micron opens second assembly and test facility in Malaysia
October 13, 2023
US-based Micron Technology Inc has launched a new plant at Batu Kawan Industrial Park, Penang.
Q2 NAND flash revenue up 7.4%
September 14, 2023
TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10–15%.
NAND Flash prices expected to stabilise and rebound in Q4
September 11, 2023
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
Suppliers hike wafer contract prices
August 31, 2023
Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices.
DRAM and NAND Flash demand expected to increase in 2024
August 30, 2023
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector.
ASP of NAND Flash to continue falling 3~8% in 3Q23
July 07, 2023
TrendForce reports that OEMs have continued making concerted efforts to scale back production. However, given that the trajectory of market demand is still unclear, it’s expected that the NAND Flash market will continue to be in a state of oversupply in 3Q23.
Micron is committed to China, plans $600 million investment
June 19, 2023
Micron says it will invest more than RMB 4.3 billion (USD 600 million) in a packaging and testing plant in Xi'an, China, including the acquisition of Licheng's Xi'an assets.
Slump in both volume and price leads to enterprise SSD revenue falling by nearly half
June 06, 2023
TrendForce reports that an amalgamation of off-season effects and high inflation caused a slump in purchasing enthusiasm in markets like North American server ODM and China. This led to a surge in Q1 inventory levels for enterprise SSD suppliers, contrary to the anticipated reduction.
Kioxia starts operation at two new R&D facilities
June 01, 2023
Kioxia has officially started operation at two new R&D facilities — its flagship building at the Yokohama Technology Campus and the Shin-Koyasu Technology Front — strengthening the company’s R&D capabilities in flash memory and SSDs.
Total NAND Flash revenue falls 16.1% in 1Q23
June 01, 2023
TrendForce’s recent analysis reveals that purchasing momentum in the NAND Flash market has decelerated during 1Q23.
DRAM and NAND Flash prices expected to fall further in 2Q23
May 09, 2023
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.
SK Hynix’s HBM market share to exceed 50% in 2023
April 18, 2023
Strong growth in AI server shipments has driven demand for high bandwidth memory (HBM). TrendForce reports that the top three HBM suppliers in 2022 were SK hynix, Samsung, and Micron, with 50%, 40%, and 10% market share, respectively.
ASP of NAND flash products will continue to fall 5~10% in 2Q23
March 31, 2023
Although NAND suppliers have continued to roll back production, there is still an oversupply of NAND Flash as demand for products such as servers, smartphones, and notebooks is still too weak.
Global NAND flash revenue reports 25% QoQ decline in 4Q22
March 17, 2023
TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20–25%.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
QoQ decline in NAND Flash ASP will narrow to around 10~15%
January 05, 2023
TrendForce’s latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development, the vicious cycle of suppliers undercutting each other has been brought under control to some degree as well.
YoY growth of NAND Flash demand bits will stay under 30%
December 27, 2022
Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years as the effects of the COVID-19 pandemic were spurring procurement activities related to working and studying from home.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22
December 05, 2022
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
Projected YoY growth rate of server shipments for 2023 revised down to 2.8%
November 22, 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%.
Delay in mass production of new Intel products a blessing for AMD
November 01, 2022
According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process.
Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022
Pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly. However, assuming materials supply is secure and demand can be met, the annual growth rate of server shipments in 2023 is estimated to be only 3.7%, which is lower than 5.1% in 2022.
SSD shipments via distribution channels reached 127M units in 2021
October 13, 2022
According to TrendForce research, SSD shipments through global distribution channels reached 127 million units in 2021, with an annual growth rate of 11%.
TrendForce lists five tech industry trends for 2023
October 11, 2022
TrendForce is detailing 10 major trends that are expected to take place across various segments in the tech industry.
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