Winbond has agreed to acquire Infineon's NOR Flash and F-RAM businesses for more than US$1 billion, with closing targeted for 2H27. The deal brings automotive qualifications and high-density...
Although consumer demand is weakening due to cost pressures—causing spot prices to invert below contract prices—structural supply shortages persist as major manufacturers reallocate capacity toward hi...
Resource reallocation to advanced processes has constrained niche capacity. Driven by inelastic demand in networking and automotive applications alongside severe shortages, SLC prices have surged shar...
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling ind...
Capital shifts to high-performance chips have squeezed mature processes, triggering structural shortages in high-reliability memory. As value revaluation outpaces volume growth, market revenue surges....
Driven by surging demand across diverse niche markets like edge AI, automotive, and medical applications, alongside low manufacturer capacity, NAND Flash contract prices sustained robust growth this m...
Driven by the dual impact of explosive demand for AI edge computing and production cuts in mature processes by suppliers, the NAND Flash market is experiencing skyrocketing prices this month. A critic...
Strong AI and industrial demand, combined with mature-node supply gaps, severely tightened the NAND Flash market. Both SLC and MLC prices skyrocketed, with bullish trends expected to continue.
In February 2026, NAND Flash prices surged as manufacturers shifted focus to advanced nodes, tightening mature process supply. MLC saw aggressive gains due to acute shortages, while SLC rose steadily....
Driven by structural cuts in mature process capacity and stable niche demand, Jan 2026 SLC and MLC prices rose significantly. With supply shortages expected to persist, the market outlook remains bull...
As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche....
Manufacturers shifting capacity to advanced processes has tightened mature process supply. Combined with robust niche demand in telecom, industrial, and automotive sectors, this drives SLC and MLC con...
Suppliers keep reducing SLC and MLC output while telecom and automotive demand stays strong, resulting in continued NAND Flash contract price rises. MLC sees higher increases; SLC demand is stable. Ti...
October SLC/MLC NAND Flash contract prices expanded gains, driven by manufacturer supply contraction and robust niche demand. Market tightness intensified, with prices expected to sustain their upward...
September SLC/MLC NAND Flash prices surged, fueled by robust niche demand, strategic supply contraction, and capacity shift to high-margin products. October anticipates further gains and tighter suppl...
