NAND Flash-Memory-Chip Prices Set to Rebound in 2H -- Market Talk

Dow Jones

Feb 17, 2025

0836 GMT - Prices of NAND flash-memory chips are poised to rebound in 2H thanks to likely better supply-demand conditions, TrendForce writes in a research note. Production cuts by NAND manufacturers and inventory reductions in the smartphone sector are expected to alleviate the oversupply, the research company says. Demand for NAND products such as solid-state drives is growing, it notes, because broader artificial-intelligence integrations are facilitated by U.S. AI chip giant Nvidia's shipment increase, Chinese company DeepSeek's new AI models built at a cheaper cost and the recent emergence of AI-enabled personal computers. TrendForce expects NAND prices to rise 10%-15% in 3Q and 8%-13% in 4Q. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

February 17, 2025 03:36 ET (08:36 GMT)

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Production cuts by NAND manufacturers and inventory reductions in the smartphone sector are expected to alleviate the oversupply, the research company says. Demand for NAND products such as solid-state drives is growing, it notes, because broader artificial-intelligence integrations are facilitated by U.S. AI chip giant Nvidia's shipment increase, Chinese company DeepSeek's new AI models built at a cheaper cost and the recent emergence of AI-enabled personal computers. TrendForce expects NAND prices to rise 10%-15% in 3Q and 8%-13% in 4Q. (kwanwoo.jun@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2025 03:36 ET (08:36 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NAND Flash-Memory-Chip Prices Set to Rebound in 2H -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNAND Flash-Memory-Chip Prices Set to Rebound in 2H -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-17 16:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0836 GMT - Prices of NAND flash-memory chips are poised to rebound in 2H thanks to likely better supply-demand conditions, TrendForce writes in a research note. Production cuts by NAND manufacturers and inventory reductions in the smartphone sector are expected to alleviate the oversupply, the research company says. Demand for NAND products such as solid-state drives is growing, it notes, because broader artificial-intelligence integrations are facilitated by U.S. AI chip giant Nvidia's shipment increase, Chinese company DeepSeek's new AI models built at a cheaper cost and the recent emergence of AI-enabled personal computers. TrendForce expects NAND prices to rise 10%-15% in 3Q and 8%-13% in 4Q. (kwanwoo.jun@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2025 03:36 ET (08:36 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1316542783.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512782912","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512782912","pubTimestamp":1739781360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0836 GMT - Prices of NAND flash-memory chips are poised to rebound in 2H thanks to likely better supply-demand conditions, TrendForce writes in a research note. 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