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NAND Flash Shipments Growth Slows in 2Q24, Revenue Up 14% Driven by AI SSD Demand

09/09/2024 | TrendForce
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments.

Micron Announces Volume Production of Ninth-Generation NAND Flash Technology

08/01/2024 | Micron
Micron Technology, Inc., announced that it is shipping ninth-generation (G9) TLC NAND in SSDs, making it the first in the industry to achieve this milestone.

Memory Industry Revenue Expected to Reach Record High in 2025 Due to Increasing Average Prices and the Rise of HBM and QLC

07/22/2024 | TrendForce
TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%, respectively, in 2024, driven by increased bit demand, an improved supply-demand structure, and the rise of high-value products like HBM.

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.

DRAM Contract Prices for Q2 Adjusted to a 13–18% Increase

05/07/2024 | TrendForce
TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20% Only eMMC/UFS will be seeing a smaller price increase of about 10%.
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