0836 GMT - Prices of NAND flash-memory chips are poised to rebound in 2H thanks to likely better supply-demand conditions, TrendForce writes in a research note. Production cuts by NAND manufacturers and inventory reductions in the smartphone sector are expected to alleviate the oversupply, the research company says. Demand for NAND products such as solid-state drives is growing, it notes, because broader artificial-intelligence integrations are facilitated by U.S. AI chip giant Nvidia's shipment increase, Chinese company DeepSeek's new AI models built at a cheaper cost and the recent emergence of AI-enabled personal computers. TrendForce expects NAND prices to rise 10%-15% in 3Q and 8%-13% in 4Q. (kwanwoo.jun@wsj.com)
(END) Dow Jones Newswires
February 17, 2025 03:36 ET (08:36 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。