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Institutions: Estimated third-quarter NAND Flash contract price increase narrowed to 5-10%.
On June 28, Jinshi Data News, according to the latest survey by TrendForce, a global market research firm, shows that in the third quarter, in addition to continuous investment in server construction on the enterprise side, especially Enterprise SSD benefits from the expanded adoption of AI, continues to be driven by orders, consumer electronics demand continues to be sluggish, coupled with the positive trend of increased production in the second half of the year by the original factory, the sufficiency ratio of NAND Flash in the third quarter has risen to 2.3%, and the blended price of NAND Flash has converged to a quarterly increase of 5-10%.