NAND flash chipmakers including Samsung Electronics, SK Hynix, and China s Yangtze Memory Technologies (YMTC) are considering raising their quotes, according to sources at memory module makers.
Memory products will remain a buyer s market in the short term as inventory levels at suppliers are still at historical highs, and prices are caught in a tug-of-war between both suppliers and customers in the second quarter of the year.
According to TrendForce, DRAM and NAND Flash prices are expected to fall further in the second quarter of 2023 due to weak server shipments and high inventory levels.
Macronix International, a maker of mask ROM and flash memory, saw its revenue climb to a six-month high of NT$3.01 billion (US$98 million) in April 2023.
Silicon Motion Technology, a memory device controller IC company, has seen an increase in client orders that may lead to a stronger market rebound by the end of 2023.