The Q3 NAND ASP will be up between 5% and 10% says TrendForce.
For client SSDs, weak demand continues to suppress price increases. The price gap between QLC and TLC products has led more PC buyers to opt for QLC. The Q3 price increase for PC client SSDs is expected to be 3–8%.
On the enterprise front, server OEM orders are rising sharply in Q3 and the price increase for enterprise SSDs in is expected to be 15-20%.
For eMMC, the third quarter lacks significant demand drivers which is expected to result in minimal price increases, with contract prices remaining roughly flat.
For UFS, ample buyer inventories and weak market demand, means Q3 UFS contract prices are expected to rise by 3–8%.
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
ASML, the Dutch maker of advanced chip-making machines that are critical to global supply chains, reaffirmed its long-term revenue outlook as it bets on an artificial intelligence-driven boom in semic
Nvidia is gearing up to debut its next-gen "Rubin" GPU in 2025, featuring eight HBM4 chips, with a Rubin Ultra version to follow, packing twelve. In a strategic bid to reclaim HBM market share, Samsun
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since ramped up cont