With the effective reduction of production by suppliers, the price of memory is rebounding, and the semiconductor memory market finally shows signs of recovery. From the perspective of market dynamics and demand changes, NAND Flash, as one of the two major memory products, is experiencing a new round of changes. Suppliers are in Constant Motion: Increasing Prices and Adjusting Production Capacity Utilization Since 3Q23, NAND Flash chip prices have been on the rise for several consecutive months. TrendForce believes that, under the precondition of a conservative market demand prospect for 2024, chip price trends will depend on suppliers’ production capacity utilization. There have been frequent developments in the NAND flash memory industry chain, with some manufacturers indicating a willingness to raise prices or increase production capacity utilizatio...

The US-China tech conflict has extended to RISC-V chips. Reuters reported on April 24th that the US Department of Commerce, in a letter dated around April 15th to members of Congress, highlighted concerns regarding China’s involvement in open-source RISC-V chip technology. The Department of Commerce is reportedly assessing the potential national security risks associated with this and evaluating whether appropriate actions within its authority can effectively address any concerns. According to the same report, the US Department of Commerce has emphasized in its letter the need for caution to avoid harming US companies participating in international organizations related to RISC-V technology. Previously, measures shifting control of 5G technology to China have posed obstacles for US companies in international standard-setting bodi...

  The surge in memory product prices continues, driven by the AI wave revitalizing the memory market. According to a report from Liberty Times Net, prices of high-performance DRAM are also on the rise. Industry sources cited by the same report have indicated that SK Hynix’s LPDDR5/LPDDR4/DDR5 and other DRAM products will see a comprehensive price hike of 15-20%. According to a report from Chinese media Wallstreetcn, it has cited industry sources, noting that SK Hynix’s DRAM product prices have been steadily increasing month by month since the fourth quarter of last year, with cumulative increases ranging from approximately 60% to 100%. This upward trend in memory prices is expected to continue until the second half of the year. On April 25th, SK Hynix announced its first-quarter financial results, with revenue soa...