Against the backdrop of a structurally imbalanced global supply chain, issues such as inventory and output have led to a decline in the willingness of end customers, especially PC clients, to procure storage chips. In Q4 2021, both NAND Flash and DRAM ASPs from various manufacturers experienced varying degrees of sequential decline, resulting in a … Read more
Introduction: In the context of a sluggish global economy, both manufacturers and brand companies faced significant inventory and shipment pressures in the first half of 2019, leading to a simultaneous decline in both volume and price of NAND Flash and DRAM. This situation severely impacted the Q1 financial reports of storage manufacturers, resulting in halved … Read more
In the fourth quarter of 2019, demand from data centers was strong, and supplier inventory decreased. In the first quarter of 2020, revenue performance remained flat compared to the previous quarter amidst a situation of reduced volume and increased prices. According to a survey by TrendForce’s Semiconductor Research Center (DRAMeXchange), benefiting from the growth in … Read more
TrendForce indicates that, apart from Kioxia and Western Digital (WDC) increasing their capacity utilization rates since the first quarter of this year, other suppliers have generally maintained a low production strategy. Although NAND Flash procurement volume in the second quarter has slightly decreased compared to the first quarter, the overall market atmosphere continues to be … Read more
Recently, Samsung announced that in response to the continued weakening of demand, it will expand its production cuts to 50% starting in September, primarily focusing on processes below 128 layers. According to TrendForce, other suppliers are also expected to follow suit and increase their production cuts in Q4, aiming to accelerate inventory reduction. It is … Read more
Due to increased demand from SSDs and servers, the price of NAND Flash memory has risen for the first time in 16 months. However, the market anticipates that this increase may be temporary, with a potential decline as early as next year. According to a report by Nikkei News on the 23rd, the wholesale price … Read more
Unisoc has recently found itself in the spotlight again. Amid the severe global pandemic, it successfully overcame challenges and secured a substantial investment of 2.25 billion yuan from a major fund, warming up for its debut on the Science and Technology Innovation Board in 2021. However, at the same time, there are rumors that the … Read more
Source: Content from the Industrial and Commercial Times, thank you. TrendForce’s research indicates that the production cuts by manufacturers are continuing to expand, with actual demand remaining unclear. The NAND Flash market is still experiencing oversupply in the third quarter. Although there is seasonal demand support in the second half of the year, buyers are … Read more
On June 3, Micron Technology’s CEO Sanjay Mehrotra announced a series of products based on 176-layer NAND Flash and 1α (1-alpha) process DRAM at the COMPUTEX 2021 Virtual event held on June 2, showcasing Micron’s strength in innovation. Micron stated that the first PCIe Gen4 SSD products (Micron 3400 and Micron 2450 SSD) utilizing the … Read more
In 2016, the transition from 2D to 3D technology by flash manufacturers led to a tight supply of NAND Flash throughout the year. By the end of the year, the price of NAND Flash per GB had risen back to the levels seen at the end of 2014. It is expected that the market will … Read more