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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.

DRAM Industry Revenue Surges 24.8% in 2Q24, Upward Revision of Contract Price Increase for Q3

08/15/2024 | TrendForce
TrendForce’s latest findings reveal that the DRAM industry saw a significant revenue increase to US$22.9 billion in the second quarter of 2024—a QoQ growth of 24.8%.

June Lithium Prices Hit New Low for the Year; Cell Prices Still Facing Downward Pressure

07/08/2024 | TrendForce
TrendForce reports that June saw a significant drop in lithium prices due to a focus on inventory reduction in the downstream battery sector. Weak demand for lithium salts and sluggish shipments of lithium carbonate—compounded by short-term oversupply—drove lithium carbonate prices to a new low for the year.
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