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NAND Flash Industry Revenue Grew 28.1% in 1Q24, Growth Expected to Continue into Q2

05/29/2024 | TrendForce
TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers have been increasing their inventory levels to manage rising prices.

NAND Flash Industry Revenue Grows 24.5% in Q4 2023, Expected to Increase Another 20% in Q1,

03/06/2024 | TrendForce
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting US$11.49 billion in 4Q23. This surge is attributed to a stabilization in end-demand spurred by year-end promotions, along with an expansion in component market orders driven by price chasing, leading to robust bit shipments compared to the same period last year.

Sustained Price Rally for DRAM and NAND Flash into 4Q24 Is Possible If Suppliers Prudently Control Output

01/19/2024 | TrendForce
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise, NAND Flash rebounded in 3Q23 after four quarters of decline.

Enterprise SSD Revenue Grows by 4.2% in 3Q23, with Over 20% Increase Expected in Q4

12/11/2023 | TrendForce
TrendForce reports that with the ongoing reduction of inventories by CSPs, there has been an uptick in enterprise SSD purchases by server OEMs in 4Q23.
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