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SSD disks and NAND memory price watch
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  • Vitaliy_KiselevVitaliy_Kiselev

    NAND flash prices are being pushed up by Micron's and Western Digital's latest moves to increase their NAND flash prices by about 10%. While memory chip makers have been cautious about increasing output, semiconductor foundry house UMC has announced a plan to expand its fab in Singapore. Despite the Russia-Ukraine conflict, Taiwan's chipmakers see little impact on their supply chains.

  • Vitaliy_KiselevVitaliy_Kiselev

    Analysts from TrendForce revised their forecast for a decrease in the cost of 3D NAND flash memory. If earlier a fall of 8–13% was predicted, now analysts are talking about a collapse to 13–18% by the end of Q3 2022.

    In the client SSD segment, prices for 3D NAND flash memory are falling by 10-15%, analysts say. This will be supported by weak demand in the market for Chromebooks and laptops for educational purposes, as well as the growing consumption of more affordable products (SSD) based on 176-layer memory chips of the likely company YMTC, which, due to the rationale for their production costs, realizes output volumes.

    The same 10-15% price reduction for 3D NAND flash is expected in the SSD market.

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  • Vitaliy_KiselevVitaliy_Kiselev

    This year, the third quarter was not associated with an upturn in business activity, and demand for solid-state memory continues to remain low. At the same time, manufacturers do not have time to proportionally reduce production volumes, and prices for NAND memory chips in the contract market, according to TrendForce experts, may fall by 30-35% in the second half of this quarter.

    Previously, TrendForce analysts included in their forecast a decrease in prices in the futures market ranging from 15 to 20%. Decline in demand for consumer electronics, according to the authors of the forecast, next year will force manufacturers of flash memory chips to increase their activity to capture market positions. It will no longer be possible to increase revenue only by increasing production volumes, since the market is oversaturated with this type of product.

  • Vitaliy_KiselevVitaliy_Kiselev

    Yantze Memory Technologies Co (YMTC) manufactures flash memory for various manufacturers. The company was founded in 2016, it is growing rapidly and, according to the Biden administration, poses a “direct threat to American companies.” No one even tries to pretend that there is no question of ousting a successful competitor, everything is done extremely brazenly and openly. That is, American officials directly declare that they are hindered by YMTC, since it is eating away the market from the United States, and it is honestly impossible to compete with it.

    So.... NAND is not much profitable for US companies.... And because of this they want to kill competition... Yeah.

  • Vitaliy_KiselevVitaliy_Kiselev

    State-owned Yangtze Memory Technologies Co. has seen US chip semiconductor equipment companies, including KLA Corp. and Lam Research Corp., halt business activities at the facility. This includes installing new equipment to make advanced chips and overseeing highly technical chip production.

    The US suppliers have paused support of already installed equipment at YMTC in recent days and temporarily halted installation of new tools, the people said. The suppliers are also temporarily pulling out their staff based at YMTC, the people said. --WSJ

  • Vitaliy_KiselevVitaliy_Kiselev

    Micron will reduce the production of DRAM and NAND memory chips, writes The Wall Street Journal. The current market situation and, in particular, the decline in demand for this type of product, forced the American manufacturer of operational and flash memory to make such a decision.

    Real face of capitalist scum.

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