TAIPEI – NAND flash prices are expected to stabilize in the second quarter, while prices for wafers and client SSDs are projected to rise, the result of production cuts and inventory restocking across the PC, smartphone, and data center sectors, TrendForce reported today.

Suppliers began reducing production in the fourth quarter, the research firm said, and the effects are now starting to show.

Client SSD contract prices are projected to rise 3% to 8% sequentially in the June quarter, following a rebound in demand as OEMs resume production and the launch of new-generation CPUs is expected to drive replacement demand for PCs. Additionally, the adoption of edge AI is further fueling client SSD demand.

Enterprise SSD orders are expected to see slight sequential growth. However, enterprise SSD contract prices are expected to hold steady in Q2, as supply adjustments gradually restore balance.

eMMC prices are expected to remain flat due to an uptick in orders driven by rising shipments of smart TVs, tablets, and Chromebooks. Similarly, UFS demand remains stable, supported by high-end smartphones and increasing storage requirements in automotive applications, with prices remaining unchanged from the previous quarter.

NAND flash wafer contract prices are expected to rise 10% to 15% in Q2, as the market rebounds with a reduced wafer supply from production cuts and new pricing strategies in response to recovering demand, TrendForce said.

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