Jibang Consulting: the contract price of part of the capacity of NAND Flash Wafer in the Chinese market is expected to rise slightly in June.

[Ji Bang Consulting: contract prices for part of NAND Flash Wafer capacity in the Chinese market are expected to rise slightly in June] according to a survey conducted by TrendForce Ji Bang Consulting, after US and South Korean manufacturers sharply reduced production in May, some suppliers have begun to raise their wafer quotations, and their quotations for the Chinese market are all slightly higher than the March-April transaction prices. As a result, the agency estimates that under the module factory starting stock in June, the mainstream capacity 512Gb NAND Flash wafer is expected to stop falling and rebound slightly, ending the sharp decline since May 2022, and is expected to rise from the third quarter of this year, an increase of about 0%. The increase in the fourth quarter will be extended to 8%, 13%. As for SSD, eMMC, UFS and other product inventory is still waiting for sales promotion to remove, at this stage, prices have not yet shown signs of rise.