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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.

Global Top 5 SSD Module Makers Continue to Gain Market Share; Chinese Brands Leverage Home Advantage

10/23/2024 | TrendForce
TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance.

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.

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.
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