According to TrendForce, the price of NAND Flash may fall by 8%-13% in the third quarter due to sluggish demand, and the decline may extend to the fourth quarter.
The report pointed out that the global NAND Flash market will continue to oversupply in the second half of the year. In addition, the industry is not optimistic about the demand for consumer electronics such as personal computers, TVs and smartphones in the second half of the year, and the continued rise in material inventory levels will bring risks to the supply chain.
In terms of NAND Flash wafers, the inventory of memory module factories and end customers is still high, resulting in a continuous decline in wafer quotations. At the same time, the continuous expansion of wafer supply and the continuous optimization of the process have caused the supply chain to be under greater inventory pressure. It is estimated that the contract price of wafers in the third quarter will drop by 15~20% quarterly.
