NAND Flash: Overall market trend continues to decline

This week's spot market coincides with the end of the month, and all original factories are in the bargaining stage. However, the overall market atmosphere is still expected to have room for correction in the future. The factory side and some spot merchants continue to adjust their existing inventory, causing the market quotation to show a slow decline. There are only a small number of urgent orders in the designated part number of specific brands. Due to the high cost of old inventory, buyers actively release the target price, but the price reduction space is still limited, and it is still difficult to clinch a deal in the end, Moreover, due to the continuous delay in demand for corresponding products, the market momentum for wafers and eMMC has significantly stagnated. Although the price decline has decreased, there is still room for negotiation, and there is no strong inquiry or stock up. The overall market trend is mostly characterized by a downward trend.
 

In the Samsung section, the fixed demand for SLC particles has been delayed, and some low prices have been released from spot inventory to adjust inventory. In addition, the overall market performance has been poor, and market quotations have been slowly revised down.
 

In the SK Hynix section, the SLC 2G/4G quotation was revised with the overall market. The factory adjusted inventory early to reduce book losses, and some spot goods were released, but the buyer's willingness to accept was limited.
 

In terms of Micron, SLC 4G has been under heavy selling pressure, and market quotations have continued to decline. Only in the special specification section, there are still inquiries and negotiations, while other particles have performed poorly.
 

Kioxia SLC has some inquiries and negotiations in relatively low price positions, but the intersection between the two parties is limited, and the trading momentum cannot continue to amplify and boost overall buying momentum, resulting in a slight fluctuation in the market trend.