Costs have increased by about 20%, and domestic second- and third-tier SSD brand manufacturers have begun to increase prices.

News from this website on September 6, TrendForce’s latest research shows that the recent NAND Flash spot market particle quotations have been driven by the news that the wafer contract price has successfully increased, and some product projects have seen more active inquiry demand.

TrendForce’s investigation found that the main reason for this price increase was that NAND Flash original manufacturers further increased prices with some Chinese benchmark module manufacturers in late August. This showed that the original manufacturers were unwilling to sell goods at low prices, thereby driving Wafer The spot market has seen short-term gains recently.

Existing channel vendors broke the news in Boban Tang: the cost price of upstream NAND wafer particles has increased by about 20%, causing domestic second- and third-tier SSD brand manufacturers to begin to implement price increases in the near future.

Due to the increase in the price of upstream NAND wafer particles and the increase in shipping quotations from traders, the cost price has increased by about 20%. Domestic second- and third-tier SSD brand manufacturers have recently begun to implement price increases. .

Some brands have experienced small price increases at the end of last month, and some brands plan to start raising prices in September. The first cost price increase is expected to be about 10%, and the overall increase can reach more than 15%. It is expected that most brands may choose to implement several rounds of price increase strategies one after another, mainly depending on market demand and terminal acceptance. If market demand is too poor and the price rise continues, the price increase may be blocked.

This site reported earlier that Samsung Electronics had previously planned to stop some of its NAND flash memory production equipment at its P1 factory in Pyeongtaek, South Korea. , and suspended quotations for the mature process of the sixth-generation V-NAND memory chip.

Previously, foreign media BusinessKorea reported that in the absence of significant improvement in market demand, Samsung Electronics and SK Hynix are facing considerable pressure, inventories are still at high levels, and they are considering continuing to reduce production in the second half of the year.

The current industry estimate is that "memory chip prices will rise early next year." However, foreign media said that if the price decline cannot be reversed as expected, the timing of price increases for related industry products will not be determined. avoidance of delay”.

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