“Do you have stock?” has become a hot topic in the storage industry recently.
This week, the storage market is booming, with significantly increased trading activity and an overall upward trend in prices.
Following the substantial production cuts by original manufacturers and the stimulus from China’s consumer electronics subsidy policy, the entire market is undergoing significant changes.
Market expectations suggest that as early as the second quarter, product prices will begin to rebound, fueling optimism across the industry.
The supply and demand situation is gradually improving, and the demand for AI devices is also driving industry growth, contributing to market recovery.
According to institutional forecasts, Samsung Electronics’ shipments declined in the first quarter, which also means fewer products are circulating in the market.
Since January, NAND prices have started to rise.
DRAM prices have remained stable for three consecutive months.
While overall market demand remains moderate, the general price trend has stabilized, and the attitude of original manufacturers toward the upcoming market will be a key factor.
Looking at the spot market this week:
- Memory Market: Prices saw a slight rebound, and participant confidence has improved.
- USB & TF Card Market: Prices increased slightly, market enthusiasm rose, and stockpiling has increased.
- SSD Products: Low-capacity products are no longer being quoted, while high-capacity prices have risen, with severe shortages across the market.
Considering the increasing number of inquiries, the lack of low-cost resources, and rising production costs, the channel market is showing a continued upward trend.
For solid-state wafers and embedded products, demand has improved, trading activity has increased significantly, and prices are trending upward.
Flashde Information believes that the overall market is warming up, short-term price trends are becoming clearer, and inventory depletion has led to more widespread shortages, fostering moderate optimism.
The supply situation from original manufacturers needs to be closely monitored.
1. The SSD Market in March 2025
This week, the market continues its overall upward trend, with a noticeable increase in inquiries. Benefiting from the ongoing shortage of low-cost resources and rising production costs, the SSD channel market is experiencing sustained price increases.
According to industry sources, low-capacity 128GB, 256GB, and 512GB manufacturers are mostly not quoting prices this week. Large-capacity SSD prices have risen by more than 5%, with minimal inventory and severe shortages across the market.
Most module manufacturers indicate that NAND supply will not stabilize until the end of the month. While brand and industry segments remain relatively stable, short-term market momentum is also evident. Overall, the current price increase is expected to continue for some time, with future trends largely dependent on the supply stance of original manufacturers.
- NVMe 3.0 Pricing: All capacities are on an upward trend, with price increases ranging from 1% to 3%.
- NVMe 4.0 Pricing: Except for the 480GB capacity, which remains unchanged, all other capacities are rising, with an increase of around 1%.
- SATA 3.0 Pricing: All capacities are on the rise, with price increases ranging from 3% to 12%.
SZYUNZE SSD: https://www.szyunze.com/products/ssd
2. DRAM Market in March 2025
This week, the DRAM market saw a slight rebound, with an overall recovery in market sentiment. Although most merchants remain cautious about future trends, the recent price increase has injected some confidence into the market.
- OEM DRAM Market Pricing:
- DDR4: Prices for all capacities are on the rise, with increases ranging from 1% to 3%.
- DDR3: Prices remain unchanged across all capacities.
SZYUNZE DRAM: https://www.szyunze.com/products/ddr/
3. FLASH Chip Market in March 2025
This week, FLASH wafer contract prices declined slightly. Due to the shortage of low-cost resources, demand in the solid-state wafer market has improved, leading to a noticeable increase in transactions. However, embedded products such as UFS and eMMC showed average performance, and whether they will become a turning point remains to be seen.
INK DIE test stock and dismantled chips remain in limited supply, with significant price increases. Short-term improvements are unlikely, and overall, the outlook remains bullish. Monitoring the supply situation from original manufacturers is key.
4. USB/TF Card Market in March 2025
This week, USB market prices showed a slight upward trend. Although demand remains moderate, the limited availability of INK stock and the original manufacturers’ firm price-hike stance have intensified a reluctance to sell. Meanwhile, the TF card market is gradually recovering, with traders becoming more willing to stockpile.
March demand is expected to hold steady, and prices may continue to rise in the short term, but aggressive price chasing is not advisable.
- PCBA Pricing: Small-capacity prices remain unchanged, while large-capacity prices increased by 3%-4%.
- UDP Pricing: Small-capacity prices remain unchanged, while large-capacity prices increased by 1%-3%.
- USB 3.0 Pricing: Except for 32GB, all other capacities saw a 2% price increase.
- TF Card Pricing: Except for 16GB, all other capacities increased by 1%-4%.
Market Strategy for Next Week: Maintain a reasonable inventory and moderate trading flow.
- SZYUNZE USB: https://www.szyunze.com/products/usb/
- SZYUNZE Memory card: https://www.szyunze.com/products/sd-tf-cf/
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