According to digitime, Samsung plans to raise the price of NAND wafers. In addition, if consumer electronics market demand improves in the second half of the year, NAND wafer contract prices may pick up.
Reported that South Korean NAND memory manufacturers Samsung and SK Hynix have sought to increase the price of NAND flash memory by 3% Murray 5% to test the market reaction, and said that the price of NAND flash memory has been reduced to less than variable cost. It House has noticed that the SSD prices of some brands are approaching HDD prices.
Market research agency TrendForce pointed out that after South Korean storage manufacturers cut production sharply in May, some suppliers have increased their prices for NAND wafers, and their quotations for the Chinese market have been slightly higher than the March-April transaction price. The agency predicts that downstream SSD module factories will start stocking in June, and 512Gb NAND flash wafers are expected to stop falling and rebound slightly, ending a 13-month downward trend in prices.
In addition, the report also pointed out that due to Samsung's sharp production cuts in the second quarter, some NAND buyers are more willing to buy, with downstream SSD manufacturers and PC OEM being the most active. As a result, overall NAND storage shipments are expected to grow 5.2 per cent in the second quarter compared with the previous quarter. Due to the strong willingness of buyers, Samsung and other NAND storage manufacturers are getting tougher. NAND prices are expected to rise by up to 5% from the third quarter of this year, and further to 8% and 13% in the fourth quarter.