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DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%

04/10/2024 | TrendForce
Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions.

Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices

04/03/2024 | TrendForce
An earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown.

Q2 NAND Flash Contract Prices Expected to Rise by 13–18%, Enterprise SSDs to See Highest Increase

03/29/2024 | TrendForce
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Despite Kioxia and WDC boosting their production capacity utilization rates from Q1 this year, other suppliers have kept their production strategies conservative.

Suppliers Aim to Raise Contract Prices, But With Uncertain Demand, 2Q24 DRAM Price Increase Expected to Narrow to 3–8%

03/26/2024 | TrendForce
TrendForce’s latest report reveals that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their lose situations by boosting capacity utilization rates, the overall demand outlook for this year remains tepid.

Enterprise SSD Industry Hits $23.1 Billion in Revenue in 4Q23, Growth Trend to Continue into Q1 2024

03/07/2024 | TrendForce
The third quarter of 2023 witnessed suppliers dramatically cutting production, which underpinned enterprise SSD prices. The fourth quarter saw a resurgence in contract prices, driven by robust buying activity and heightened demand from server brands and buoyed by optimistic capital expenditure forecasts for 2024.
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