A few days ago, the outbreak of pollution accidents in the NAND flash memory factory of Jiaoxia and Western Digital in Japan led to the impact of flash memory chips with a capacity of 6.5 EXA, and this black swan event brought uncertainty to the global flash memory industry, and the original price was still declining, but the latest forecast said that flash memory prices in the Q2 quarter would turn to rise by 5-10%.
Analysis from Jibang Technology believes that the original NAND flash memory has a slight oversupply pressure throughout the year, the price in the first half of this year has downward pressure, but now the situation has changed, Samsung's factory in Xi'an in January was affected by the epidemic, and in February, it was exposed that the accident of pollution of armored flash memory chips was exposed.
Jibang Technology believes that in the current situation, the price decline of flash memory chips in the Q1 quarter will narrow to 5-10%, while the price in the Q2 quarter will reverse and become a price increase of 5-10%, starting to stop the decline and rebound earlier than expected.
As for why there is such a big impact, mainly the impact of Western Digital, Armored Man's flash memory is too large, the two account for a total of 32% of the world's flash memory capacity, this time the contaminated flash memory is expected to have 6.5EB, accounting for about 13% of the factory's Q1 quarterly production capacity, 3% of the global production capacity, and this is still preliminary, the subsequent loss should be expanded, so the impact on supply is very large.
In addition, every time there is such a major accident, channels and manufacturers will also hear the wind, spot prices will soon rise, which is also traditional, it is expected to see fluctuations in the flash memory and SSD hard disk market in the next few days.
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