TrendForce

NAND market oversupply is now expected to hit harder than previously thought, with TrendForce revising its price drop estimates for Q3 from 3-8% to a larger 8-13%.

Market analysis firm TrendForce expects consumer SSD prices to drop up to 8% in the coming quarter due to oversupply.

According to the latest investigation by Taiwanese research firm, TrendForce, the pricing structure of the DRAM market is set to decline by a bit as we move into the fourth quarter of this year.

TrendForce investigates that semiconductor foundry revenue has remained in constant growth over the years, and the Q2 results are looking promising with 6% increase in QoQ.

Strong demand for notebooks and the expansion of data centers drive NAND Flash revenue growth across all major memory makers, notes the latest report.

DRAM prices look set to take a downturn according to the latest TrendForce report.

TrendForce predicted that increases to NAND flash contract prices will be modest in most segments in 3Q21.

TrendForce said that quarter-over-quarter DRAM price increases could even out due to high inventory levels.

DRAM prices will be squeezed upwards due to a combination of chip shortages and increased demand.

TrendForce predicted that DRAM prices would rise 13-18% in the second quarter as consumer demand holds steady.