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Enterprise SSD Demand Soars While Consumer Orders Lag, Driving 3Q24 NAND Flash Revenue Up 4.8%

11/29/2024 | TrendForce
TrendForce’s latest findings have shown that the NAND Flash industry recorded a 2% QoQ decline in bit shipments in 3Q24, but a 7% rise in ASP boosted overall revenue to US$17.6 billion—making a 4.8% QoQ increase.

Weak Demand Outlook and Rising Inventory and Supply Pressure DRAM Prices Down for 2025

11/18/2024 | TrendForce
The fourth quarter is a critical period for setting DRAM contract prices. TrendForce’s latest research reveals that prices for mature DRAM processes such as DDR4 and LPDDR4X are already trending downward due to ample supply and declining demand.

Increased Production and Weakened Demand to Drive NAND Flash Prices Down 3–8% in 4Q24

10/15/2024 | TrendForce
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3. This downward trend is projected to deepen, with prices expected to drop by more than 10% in Q4.

Buyers Focus on Inventory Reduction; Slowing Demand Growth Constrains Q4 Memory Price Increases

10/10/2024 | TrendForce
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.

Battery Cell Prices Continue to Decline in August, but Demand Could Improve in September

09/12/2024 | TrendForce
TrendForce reports that the market for battery metals such as nickel, cobalt, and lithium remained weak in August, with prices for these raw materials continuing to fall.
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