10/15/2024, 07:10 PM UTC
NAND Flash需求不振 Q4合約價反轉估季減3-8%NAND Flash Demand Weakness Expected to Lead to Q4 Contract Price Decline of 3-8%
<p>➀ NAND Flash需求疲软,预计Q4合约价格将下降3-8%;</p><p>➁ TrendForce预测,除了企业级SSD外,合约价格在Q4的降幅将超过10%,企业级SSD仅小幅上涨5%;</p><p>➂ 服务器需求保持稳定,但消费市场疲软,由于产能过剩和采购策略保守,供过于求。</p><p>➀ NAND Flash demand is weak, with contract prices expected to decline by 3-8% in Q4;</p><p>➁ TrendForce predicts that the decline in contract prices will be over 10% in Q4, with the exception of enterprise-level SSDs, which will only see a small increase of 5%;</p><p>➂ The demand for servers remains stable, but consumer markets are weak, and the supply exceeds demand due to overproduction and conservative procurement strategies.</p>
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