The NAND industry continues an upward trend as demand for high-capacity SSDs is required for AI workloads.
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NAND Market Tracker – 3Q24 Database
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The Analyst Team
Craig Stice
Follow AnalystChief Analyst, Omdia Semiconductor Research
As part of Omdia’s semiconductor practice, Craig focuses on semiconductor manufacturing worldwide. Craig’s team provides detailed research on the semiconductor industry, whether at the IDM, fabless, or foundry markets. Additionally, his team provides a quarterly semiconductor revenue forecast by component type which currently goes up to 2027.
Previously, Craig worked with the memory team at Omdia, focusing specifically on the NAND industry. Craig provided detailed analysis of NAND manufacturing, technology trends, as well as application demand drivers to create an overall view of the current NAND supply/demand environment and the outlook.
Craig began his career as an analyst with IHS Markit (now Omdia) in 2012. Prior to that, Craig spent 16 years at Micron Technology working in product marketing and business development. Craig holds a Bachelor of Arts from Boise State University, Idaho.
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Claire Wen
Follow AnalystPrincipal Analyst, Semiconductors
Claire covers NAND flash memory, including its market and competitive landscape. Her work explores how memory and compute architectures enable AI, cloud, and edge workloads. Previously, she led research on processors for AI, data centers, and 5G, including CPUs, GPUs, and ASICs. She brings a unique blend of technical and financial expertise to her analysis. Before joining OMDIA, she was an analyst at CLSA and Gartner, covering display driver ICs (DDICs) and CMOS image sensors (CIS), with a focus on AI-capable machine vision across industrial and automotive sectors. She also worked in market intelligence at LG Display and AU Optronics. Claire holds an MBA from UC Berkeley and a bachelor’s degree in information management from National Sun Yat-Sen University, Taiwan.
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