DRAM Contract Prices for Q2 Adjusted to a 13-18% Increase; NAND Flash around 15-20%

Stefan Mileschin · 8th May 2024, 04:05

Before the 4/03 earthquake, TrendForce had initially predicted that DRAM contract prices would see a seasonal rise of 3-8% and NAND Flash 13-18%, significantly tapering from Q1 as seen from spot price indicators which showed weakening price momentum and reduced transaction volumes. This was primarily due to subdued demand outside of AI applications, particularly with no signs of recovery in demand for notebooks and smartphones. Inventory levels were gradually increasing, especially among PC OEMs. Additionally, with DRAM and NAND Flash prices having risen for 2-3 consecutive quarters, the willingness of buyers to accept further substantial price increases had diminished.

https://www.techpowerup.com/322186/d...h-around-15-20

8th May 2024, 04:05	#1
Stefan Mileschin [M] Reviewer Join Date: May 2010 Location: Romania Posts: 152,472	DRAM Contract Prices for Q2 Adjusted to a 13-18% Increase; NAND Flash around 15-20% Before the 4/03 earthquake, TrendForce had initially predicted that DRAM contract prices would see a seasonal rise of 3-8% and NAND Flash 13-18%, significantly tapering from Q1 as seen from spot price indicators which showed weakening price momentum and reduced transaction volumes. This was primarily due to subdued demand outside of AI applications, particularly with no signs of recovery in demand for notebooks and smartphones. Inventory levels were gradually increasing, especially among PC OEMs. Additionally, with DRAM and NAND Flash prices having risen for 2-3 consecutive quarters, the willingness of buyers to accept further substantial price increases had diminished. https://www.techpowerup.com/322186/d...h-around-15-20

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
Q2 NAND Flash Contract Prices Expected to Rise by 13-18%, Enterprise SSDs to See High	Stefan Mileschin	WebNews	0	29th March 2024 09:20
NAND Flash Industry Revenue Grows 24.5% in Q4 2023, Expected to Increase Another 20%	Stefan Mileschin	WebNews	0	7th March 2024 06:36
DRAM and NAND flash to grow 30 percent	Stefan Mileschin	WebNews	0	10th September 2018 07:35
3D NAND flash output to increase in 2H 2017	Stefan Mileschin	WebNews	0	21st April 2017 06:39
NAND flash shortage will increase SSD and eMMC prices	Stefan Mileschin	WebNews	0	13th December 2016 17:58
NAND flash prices to fall	Stefan Mileschin	WebNews	0	17th December 2014 08:21
DRAMeXchange: Six Upcoming Trends in the DRAM and NAND Flash Industries	Stefan Mileschin	WebNews	0	8th March 2012 10:42
Kingston sees stable DRAM prices, slight NAND supply constraints	Shogun	WebNews	0	25th April 2011 06:47
Flash, DRAM prices spike on worries over supplies from Japan	Shogun	WebNews	0	20th March 2011 04:15
Samsung sees DRAM prices falling, NAND flash rising	jmke	WebNews	0	27th March 2007 19:49