The price of SSD and other storage is going to increase, so do you need to prepare to purchase it in advance? According to TrendForce Consulting’s research, due to suppliers’ strict control over output, NAND Flash contract prices rose across the board in the fourth quarter, by about 8 to 13%. The price increase of 8~13% exceeded previous expectations. TrendForce predicted in a report on September 11 that the average price of NAND Flash in the fourth quarter is expected to remain flat or rise slightly, with a month-on-month increase of about 0~5%.
Looking forward to 2024, unless the original manufacturers can still maintain the production reduction strategy and the demand for Enterprise SSD in the server field recovers, it will be difficult for NAND Flash to continue its upward trend in the absence of demand support.
The main reason for this round of price increases is that after Samsung expanded its production cut to 50%, other NAND Flash wafer original manufacturers also maintained a restrained wafer production strategy. After half a year of production reduction, some processes and production capacity constituted a structural supply shortage, which helped the original manufacturers to gain a dominant advantage in price. There is almost no low-priced supply available in the market.
Unlike the drastic production reduction on the supply side, the demand side of NAND Flash has still not recovered. Most of the current new orders are based on expectations of price increases, that is, NAND flash memory customers choose to stock up in advance.
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