Shulou(Shulou.com)11/24 Report--

CTOnews.com Sept. 6 news, TrendForce's latest research shows that the recent NAND Flash spot market particle quotation is driven by the news of the successful increase in wafer contract price, and there is a more active inquiry demand for some product items.

TrendForce survey found that the price increase is mainly due to further price increases by the original NAND Flash factory and some Chinese index module manufacturers in late August, which indicates that the original factory is no longer willing to sell goods at low prices, thus driving a short-term rise in the spot market of Wafer recently.

Existing channel vendors revealed in Bobantang that the cost price of upstream NAND wafers has risen by about 20%, resulting in the recent implementation of price increase measures by domestic second-and third-tier SSD brand manufacturers.

Due to the rising prices of upstream NAND wafer particles and higher shipping quotations from traders, cost prices have probably risen by about 20%. Domestic second-and third-tier SSD brand manufacturers have recently begun to implement price increases one after another.

Some brands have risen slightly at the end of last month, while others plan to implement price increases in September. The first cost price increase is expected to reach about 10%, with an overall increase of more than 15%. It is expected that most brands may choose several rounds of price increase strategies to be implemented one after another, mainly depending on market demand and terminal acceptance, if the market demand is too poor and continue to rise may be blocked.

CTOnews.com reported earlier that Samsung Electronics had planned to stop some of its NAND flash memory production facilities at its P1 plant in Pyeongze, South Korea, and suspend pricing for the sixth-generation V-NAND mature process for memory chips.

Previously, according to foreign media BusinessKorea, in the case of no obvious improvement in market demand, Samsung Electronics and SK Hynix are facing a lot of pressure, inventory is still high, considering to continue to reduce production in the second half of the year.

The current industry forecast is that "memory chip prices will rise early next year", but foreign media said that if the price decline is not reversed as expected, the "time point of price increase" for related industrial products will inevitably be delayed.

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