A Swing Through Asia Shines Light on a Wary Flash Industry
During TRENDFOCUS’ recent travels around Asia, a common theme emerged in discussions about the NAND and SSD market in 2025. The industry is facing both uncertainty and potential for growth. Factors like tariffs, aggressive pricing strategies, and the differing...
2025 NAND Market: It Should Still Be Up, But It’s Looking Fragile Instead
As we move into 2025, one thing remains clear: uncertainty looms large for the NAND market. Major OEMs and data center companies continue to express caution about what the year might hold, signaling a more tempered outlook than previously anticipated. Coming out of...