Q1 NAND and DRAM prices are set to rise significantly, reports TrendForce.
DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
It appears that due to the unclear demand outlook for 2024, manufacturers believe that sustained production cuts are necessary to maintain the supply-demand balance in the memory industry.
Despite facing a traditional low-demand season, buyers are continuing to increase their purchases of NAND Flash products to establish safe inventory levels.
In response, suppliers, aiming to minimise losses are pushing for higher prices, leading to an estimated 15–20% increase in NAND Flash contract prices in 1Q24.
A key point to note is the aggressive price hike initiated by NAND Flash manufacturers to offset losses. But, with demand struggling to keep pace with these rapid increases, future price escalations hinge on the resurgence of enterprise SSD procurement.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
The semiconductor industry is bracing for further disruptions as China steps up efforts to ensure the stability of its semiconductor supply chains, according to a Reuters report. In a move aimed at mi
hina's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as tight supply and
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising memory prices and
