[News] Top Five NAND Manufacturers Reportedly Cut Production by 10-15%, Fueling Q2 Price Rebound

As memory giants reportedly brace for price hikes on DDR4 and DDR5, NAND suppliers are also seeing stronger-than-expected momentum in Q2. According to Commercial Times, the top five NAND Flash makers have cut production, fueling an upswing in memory pricing.

The report suggests that major NAND manufacturers, including Samsung, SK hynix, Micron, Kioxia, and Western Digital, have all launched production cuts of 10% to 15% in the first half of 2025. The coordinated move aims to ease oversupply pressure and rebalance market dynamics, the report adds.

Meanwhile, a temporary U.S.-China tariff truce has sparked a short-term stockpiling rush, as buyers scramble to close deals within the 90-day grace period amid rising policy uncertainty, the report suggests.

Coupled with tightening supply, this has driven a sharper-than-expected rebound in memory prices in Q2, according to Commercial Times.

This aligns with TrendForce’s observation, which noted that with both sides rushing to complete transactions and shipments within the grace period to mitigate future policy risks, memory market activity is expected to pick up notably in 2Q25.

TrendForce forecasts blended NAND flash prices to rebound 3-8% in Q2, after a 15-20% drop in Q1.

Read more

• [News] Samsung Joins the Price Hike Wave, Reportedly Aiming for an up to 5% Price Raise
• [News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

(Photo credit: SK hynix)