NAND ASPs Pattern Upwards

Average contract prices of enterprise SSDs are expected to increase by 15% QoQ.

Contract prices of eMMC products are projected to rise by 0-5% as low-density eMMC prices remain high.

Weaker than expected demand for smartphones portends a slight QoQ increase of 0-5% in UFS prices.

Limited supply will likely lead to an 8-13% QoQ increase in NAND Flash wafer prices


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