"NAND Prices Fall 3-8% in Q3... Possible Recovery in Q4"

Wafer Prices Increase Up to 5% in Q3

The average selling price (ASP) of NAND flash is expected to decline by 3-8% in the third quarter.

On the 7th, market research firm TrendForce stated, "The oversupply situation in the NAND flash market will continue in the third quarter." Although suppliers are trying to reduce production, customers are showing a conservative attitude toward inventory management, according to TrendForce. However, the price drop is expected to be smaller than the 10-15% decline anticipated in the second quarter.

Expected changes in average selling price (ASP) of NAND flash by type in Q2 and Q3 compared to the previous quarter /
[Image provided by TrendForce]

In the third quarter, the ASPs of consumer solid-state drives (SSDs) and universal flash storage (UFS) used in mobile devices are expected to fall by 8-13% compared to the previous quarter, resulting in a relatively large decline. Enterprise SSDs are expected to see a price drop of 5-10%. Meanwhile, the price of NAND wafers is expected to rise by up to 5%. TrendForce explained, "Due to aggressive pricing policies by suppliers, wafer ASPs can increase by 0-5% quarter over quarter."

TrendForce also forecasted that NAND prices could recover in the fourth quarter.

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