According to the Taiwan Media Electronics Times, sources said that although the price of NAND flash memory is about to rise, the Chinese memory module manufacturer has recently stopped providing product quotation or receiving orders, because the storage chip manufacturer is expected to take a price increase operation, and added that it is added to say that Module manufacturer plans to increase product quotes by 8-10%.

Although buyers and suppliers will conduct a new round of price negotiations, the industry is obviously moving towards price increases, and NAND flash memory pricing will more reasonably reflect production costs.The pressure of NAND flash memory inventory is alleviating, but the storage chip supplier has been hit hard in the field of NAND flash memory. Samsung Electronics, SK Hynix and Meiguang Technology are preparing to further reduce production.

According to sources, Samsung plans to suspend the production of the Pingze P1 factory in South Korea, and the suspension of production is at least one month or even longer.The P1 factory mainly produces 128 floors V-NAND (V6) products.In addition, Samsung will immediately increase the price of NAND flash chips after announced its production reduction.

Sources said that most of the Chinese memory module manufacturers who stopped ordering were transported to mobile phones, tablets or laptop OEMs instead of terminal equipment channels.

In order to cooperate with chip manufacturers to actively adjust the inventory efforts, it is reported that three mainland memory module manufacturers signed a large contract with Samsung in the second quarter of 2023. Each promise to purchase 60 million pieces at a price of about $ 1.45 per piece each piece. The 512GB chip will be delivered in batches within 6 months.

Sources said that many small and medium -sized customers are now trying to reserve equipment before the price rise, which has prompted mainland memory module manufacturers to stop receiving orders.

*Disclaimer: The news of this article originated from the Taiwan Electronics Times and Jiwei.com. It was organized by Huaqiang Microelectronics. The news was for exchanges and learning without official confirmation.