TrendForce finally brought some good news for enthusiasts today prophecy That, with notable exceptions share it And enterprise SSDs, NAND flash contract prices should remain fairly stable before the third quarter of 2021.
The company stated that despite increased demand for final products and COVID-related supply constraints, the eMMC, client SSD and 2D NAND packaging (MLC) market segments should have single-digit price increases in the third quarter of 2021. .
Some humility will cause buyers to draw a line on the beach. TrendForce stated that, for example, eMMC’s pricing “has experienced a substantial price increase, which is close to what the purchaser considers to be unacceptable in the second quarter of 2021.”
However, for buyers and consumers, if not for NAND flash memory suppliers, a moderate increase is still better than a substantial price increase. This is where the enterprise SSD and 3D NAND flash memory wafer segment (expected to achieve double-digit growth) comes in.
TrendForce stated that the estimates of enterprise SSDs are based on its observations, “The market release of server CPUs based on Intel’s new products Ice lake The platform has led to an increase in the purchasing capacity of enterprise SSDs. “
It also stated that “after nearly three-quarters of inventory adjustments, enterprise SSD inventory activities rebounded in the data center sector in the second quarter of 2021” and “overall server purchases have also increased in the past few quarters.” .
In terms of wafer pricing: blame it Cannon(Kinda) TrendForce stated, “Since the second half of April, Chia’s mining has been pushing up the demand for high-performance and large-capacity SSDs (ie, channel market products).”
However, there is still some hope, because the company also stated that “the impact of the recent cryptocurrency boom is also gradually diminishing.” This may be because it has become increasingly difficult for most Chia farmers Make any profit.
Unfortunately, other factors affecting the pricing of 3D NAND flash memory wafers — namely, the re-spread of COVID-19 in Southeast Asia and supply constraints caused by continued chip shortages — will remain even after Chia’s popularity has diminished.