NAND Flash Prices to Drop 5% in Q1; Oversupply Forecast

NAND flash prices are expected to fall by five percent in the first quarter of 2018 due to production capacity expansion and lower demand during the traditional off-peak season, according to DRAMeXchange, a division of TrendForce. Demand from notebook, tablet and smartphones (primarily Chinese branded) is expected to fall by more than 15 percent in the…

Samsung Capital Expenditure for DRAM and NAND

Will Samsung Dash China’s Memory Market Hopes?

Is Samsung’s massive $26 billion semiconductor capex only delaying China’s push into the memory device market? While it’s not likely to halt China’s inevitable drive into the DRAM and NAND flash markets despite technology challenges, it may wield a bigger influence on its competitors’ capex plans as Samsung protects its leadership position. For buyers, it…

Buyers: DRAM Prices to Rise 10% in Q4

Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues for DRAM makers, according to DRAMeXchange, a division of TrendForce. Due to continued tight supply and limited bit supply growth, DRAM revenue increased 16.2 percent sequentially. The market outlook for the fourth quarter indicates…

Samsung Could End Tight DRAM Supply Earlier Than Expected

Over the past two years, memory device buyers have faced DRAM supply issues due to curtailed production capacity expansion and technology migration challenges. This also translated into double-digit price hikes. Samsung is now considering production capacity expansion for DRAM, which could potentially end tight supply for DRAM sooner than anticipated, according DRAMeXchange, a division of TrendForce.…

No Supply Impact from Toshiba NAND Flash Production Suspension

Industry reports indicate that Toshiba recently suspended production for its NAND flash. DRAMeXchange, a division of TrendForce, confirms that Toshiba has had lower than expected output for its NAND flash production related to issues with equipment operation but it will not impact the company’s fourth-quarter contract shipments. DRAMeXchange also does not expect the production issues to…