➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.

➀ TrendForce expects the wafer foundry market to recover in 2025 with an annual growth rate of 20%; ➁ The outlook is positive despite weak demand for consumer products; ➂ The recovery is attributed to AI deployment and supply chain recovery.