Judi Chu’s Post

It looks like the global #semiconductor market is now experiencing a solid turnaround. The World Semiconductor Trade Statistics revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With its Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q, 2023 will be a positive 6%. This will set the stage for double-digit year-to-year growth for each quarter of 2024. For 2024, two of the key drivers of the semiconductor market are expected to recover: Smartphone and PC units both will increase 4% in 2024 following a drop of 5% and 14% respectively in 2023. Production of light vehicles should moderate to 3.7% growth in 2024. Consequently, WSTS expects the strongest revenue growth in 2024 from the memory companies (Samsung, SK Hynix, and Micron).

#NANDPrice #SSD #MemoryMarket #Price As reported by UDN News, Samsung Electronics is making a significant move by increasing the prices of NAND Flash memory by 20% every quarter until the second quarter of 2024. This price surge exceeds industry expectations. Within the semiconductor industry, Samsung initially raised NAND wafer prices by 10% to 20% this quarter, Pulse reported. Now, the company has decided to continue this trend by progressively increasing prices by 20% during the first and second quarters of the next year. This strategic decision reflects Samsung’s determination to stabilize NAND wafer prices with the aim of reversing the market’s direction in the first half of the upcoming year. Based on TrendForce’s research in October, with NAND wafer prices leading the increase since August and suppliers adopting a firmer stance in negotiations, Q4 enterprise SSD contract prices are projected to rise by approximately 5~10%. Meanwhile, reduced production of mainstream processes and fewer suppliers for high-end client SSDs have endowed suppliers with better bargaining power. Consequently, both high-end and low-end products are expected to increase concurrently, with 4Q23 PC client SSD contract prices projected to rise by 8~13%. TrendForce also reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter. This quarter is set to star mobile DRAM, traditionally the underperformer in profit margins compared to its DRAM counterparts, as it takes the lead in this round of price increases. TrendForce foresees that memory prices are expected to continue trending upward in 1Q24. The rate of increase will depend on whether suppliers maintain a conservative production strategy and whether there is enough consumer demand to bolster the market.

🌐 Strategic shifts in resource allocation by global industry leaders such as Samsung, SK Hynix, and Micron have created openings for some module companies to capitalize on emerging opportunities. 🔎 DDR3 prices have already been climbing since September. This quarter would expect a 10% to 15% increase, and we expect this robust increase to keep rising by the coming year. 💡 Click to explore how the DDR3 market may shift: https://buff.ly/47d2mCb #DDR3 #Micron #Samsung #SKhynix

Samsung Electronics' decision to raise NAND Flash chip prices reflects a strategic move aimed at offsetting previous losses and restoring profitability. Amidst ongoing negotiations and market challenges, Samsung's resilience and dominance underscore its significance in the semiconductor industry. #semiconductor #semiconductorindustry #manufacturing #technology #computerchips #china #enginering

📈 Anticipating a Surge in NAND Flash Prices   The NAND Flash market is bracing itself for a significant shift, with industry leaders like Samsung, Kioxia, SK Hynix, and Micron facing challenges in reaching the breakeven point. Despite a recent rebound, prices still fall short for these key players.   🔍 Market Insights: After a recovery from a decline in NAND prices, the industry is buzzing with expectations of a 50% price surge in the short term. Even after a 40% increase, major manufacturers may only break even, highlighting the intense pursuit of profitability.   📊 Global Market Snapshot (3Q23):   Samsung leads with a market share of 31.4%. SK Group follows at 20.2%. Western Digital secures the third spot at 16.9%. Kioxia holds the fourth position with a market share of approximately 14.5%, as reported by TrendForce. 🔄 Adapting Strategies: Recognizing the lower profitability of NAND Flash compared to DRAM, international giants like Samsung are actively reducing NAND Flash production. For instance, Samsung has cut NAND chip production by 50% since September, with plans to gradually increase prices in 2024.   💡 Insights from TrendForce: Following Samsung's reduction, other suppliers are also strategically limiting wafer allocations. The industry is now experiencing a structural supply shortage, giving chip manufacturers control over prices. Despite this, buyers are maintaining high inventory levels, contributing to a dynamic market.   📈 Future Outlook: While quarterly contract price increases seem substantial, achieving a complete turnaround is still in progress. Expectations are that prices need to surge by an additional 40% to allow suppliers to cross the breakeven point. Brace yourselves for a robust market in the coming quarters.   For additional reading: Western Digital to raise NAND flash prices by up to 55% https://lnkd.in/dh9fKSfs #NANDFlash #SemiconductorIndustry #MarketTrends #TechNews #Samsung #Kioxia #SKHynix #Micron #PriceSurge #MarketInsights  

Since the third quarter of 2023, NAND Flash chip prices have experienced a steady upward trend, driven by factors such as increased demand and supply constraints. Experts including Top Executives from SIMO and PHISON, have indicated intentions to adjust prices and production capacities to meet market dynamics. Samsung's Xi'an fab has notably ramped up its operating rate, while Kioxia plans to re-evaluate production reduction plans in response to demand. Despite earlier projections of a significant price increase, TrendForce anticipates a more moderate rise in NAND Flash contract prices for the second quarter of 2024, reflecting adjustments in production capacity and gradual inventory replenishment by buyers.

It looks like the global #semiconductor market is now experiencing a solid turnaround. The World Semiconductor Trade Statistics revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With its Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q, 2023 will be a positive 6%. This will set the stage for double-digit year-to-year growth for each quarter of 2024. For 2024, two of the key drivers of the semiconductor market are expected to recover: Smartphone and PC units both will increase 4% in 2024 following a drop of 5% and 14% respectively in 2023. Production of light vehicles should moderate to 3.7% growth in 2024. Consequently, WSTS expects the strongest revenue growth in 2024 from the memory companies (Samsung, SK Hynix, and Micron). Read more here: https://bit.ly/3GbAoL3 We are sharing industry insights and news in our monthly newsletter. Check it out here and hit subscribe: https://bit.ly/41SJfuA #semiconductor #memory #DRAM #NAND #flashmemory #marketinsights #distribution

📈 Anticipating a Surge in NAND Flash Prices   The NAND Flash market is bracing itself for a significant shift, with industry leaders like Samsung, Kioxia, SK Hynix, and Micron facing challenges in reaching the breakeven point. Despite a recent rebound, prices still fall short for these key players.   🔍 Market Insights: After a recovery from a decline in NAND prices, the industry is buzzing with expectations of a 50% price surge in the short term. Even after a 40% increase, major manufacturers may only break even, highlighting the intense pursuit of profitability.   📊 Global Market Snapshot (3Q23):   Samsung leads with a market share of 31.4%. SK Group follows at 20.2%. Western Digital secures the third spot at 16.9%. Kioxia holds the fourth position with a market share of approximately 14.5%, as reported by TrendForce. 🔄 Adapting Strategies: Recognizing the lower profitability of NAND Flash compared to DRAM, international giants like Samsung are actively reducing NAND Flash production. For instance, Samsung has cut NAND chip production by 50% since September, with plans to gradually increase prices in 2024.   💡 Insights from TrendForce: Following Samsung's reduction, other suppliers are also strategically limiting wafer allocations. The industry is now experiencing a structural supply shortage, giving chip manufacturers control over prices. Despite this, buyers are maintaining high inventory levels, contributing to a dynamic market.   📈 Future Outlook: While quarterly contract price increases seem substantial, achieving a complete turnaround is still in progress. Expectations are that prices need to surge by an additional 40% to allow suppliers to cross the breakeven point. Brace yourselves for a robust market in the coming quarters.   For additional reading: Western Digital to raise NAND flash prices by up to 55% https://lnkd.in/dAb_9stV #NANDFlash #SemiconductorIndustry #MarketTrends #TechNews #Samsung #Kioxia #SKHynix #Micron #PriceSurge #MarketInsights

📈 The NAND Flash market finally shows signs of recovery! 🔥 With Samsung ramping up its operating rate from 20-30% to 70% and Kioxia contemplating adjustments to its production reduction plan, all signs point to a market resurgence. 💡 Dive into more proofs leading the shift and the market landscape compiled by TrendForce here: https://buff.ly/4afFMKj 🔗 #Samsung #Kioxia #NAND

SAMSUNG NAND FLASH PRICES REPORTEDLY SET TO INCREASE BY 20% Article Summary: 1. Samsung Electronics plans to increase #NAND Flash #chip prices by up to 20% in Q1 2024 to restore profitability after facing losses due to market downturns. 2. Industry sources indicate ongoing negotiations between major memory manufacturers and customers amidst concerns of NAND flash shortages and rising prices. 3. Despite challenges, #Samsung maintains dominance in the NAND Flash market, with its market share expanding notably, signaling resilience in the face of market fluctuations. Thanks again to TechoVedas for the full article with more background and insights click the source link in the comments below 💡 🙏👇 Are you joining the Leading Semiconductor Executive Leadership event, International Semiconductor Executive Summits USA in Arizona in partnership with the Greater Phoenix Economic Council? If not, the event is approaching SOLD OUT, come and join us to network with leading executives 1 on 1, strengthen your company’s brand, and gather the latest global market intelligence. Get in contact with me to secure your spot. #artificialintelligence #aiot #usa