"NAND prices expected to rebound in the second half of the year... AI demand increases and production reduction effect appears"
Image of SK Hynix's new product, the world's highest '321-layer NAND'. [Photo = SK Hynix]
On the 17th, market research firm TrendForce predicted that "continuous price declines are expected in the first quarter of this year due to oversupply, but the balance between supply and demand in the market will significantly improve in the second half of this year."
TrendForce predicted that NAND flash prices will rebound in the second half of this year due to production reductions by NAND flash manufacturers, decreased smartphone inventory, and increased demand due to AI and DeepSearch. TrendForce
forecasted that the annual NAND demand growth rate in the first quarter of this year will be adjusted downward from 30% to 10-15%.
In response, major manufacturers have been revealed to have begun reducing NAND production since the beginning of this year.
TrendForce predicted that supplier reductions and AI demand will drive the recovery of NAND prices as early as the second quarter of this year.
TrendForce analyzed that China's continuous subsidy policy implemented in the fourth quarter of last year is promoting smartphone sales, which is helping to deplete NAND flash inventory.
Nvidia is planning to increase shipments of Blackwell series products in the second half of this year. This expansion is expected to significantly increase demand for enterprise SSDs. In particular, TrendForce predicted that the development of DeepSec to reduce the cost of building AI servers will drive the increase in SSD demand.
In addition, it is expected that the breakthrough development of DeepSec to accelerate the application of AI in smartphones will also help increase NAND production.
https://www.inews24.com/view/blogger/1814679
댓글
댓글 쓰기