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The NAND industry continues trending upward as NAND vendors continues to increase ASP. Inventory is expected to normalize at the end of 2Q24 and NAND vendors have started to incrementally increase their wafer output.
Quarterly has been added for 2025 to the Forecast_Qtl sheet, while an update has been made to the Demand_Detail sheet.
Version 3 database: Data has been updated for Market Share_Client.
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