3D-NAND to Account for Over 50% of Total NAND Flash Bit Output This Third Quarter and Become Market Mainstream, Says TrendForce 04-25-2017 /
DRAMeXchange, a division of TrendForce, anticipates that 3D-NAND will formally become the mainstream architecture of NAND Flash memory in the third quarter of 2017 with its share in the total NAND Flash bit output exceeding 50%. Following the footsteps of the leading 3D-NAND producers Samsung and Micron, most NAND Flash suppliers will begin mass production of 64-layer 3D-NAND chips in the second half of 2017. Nonetheless, the overall NAND Flash supply is expected to remain tight through the year due to Apple stocking up components for the next iPhone release and steady demand growth from SSD vendors. [ more ]
Prices in DRAM Market Will Keep Rising Through 2017 as Annual Bit Supply Is Projected to Expand by Less Than 20%, Says TrendForce 12-14-2016 /
The global DRAM market has been on a roller coaster ride during 2016. Prices were on a steep slide in the year’s first half due to weak demand. However, the pickup in notebook shipments and the strong sales of Chinese branded smartphones since the start of the third quarter have not only reversed the price downtrend but also caused average selling prices of DRAM to make big jumps. Looking ahead to 2017, DRAMeXchange, a division of TrendForce, forecasts that DRAM bit supply will expand by less than 20% annually. This growth rate will also be a new historical low for the industry. Assuming that there will be no significant weakening of demand, DRAM supply will generally remain tight next year. Thus, suppliers should continue to reap profits during the entire 2017 on account of rising prices.
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