Supply strong, demand weak, August NAND Flash Wafer prices continue rising but with smaller increases. Demand focuses on depleting inventory, September market predicted stagnant, 3Q25-end prices expec...
In August 2025, SLC and MLC NAND Flash contract prices increased due to niche application demand and supply-side strategies. Telecom and industrial control markets boosted SLC prices, with Samsung&...
Amid rising geopolitical awareness, smartphone brands have gradually diversified production to countries like India and Vietnam in recent years; however, China remains the primary manufacturing hub in...
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
In 2Q25, China's subsidies and US tariff stocking drove NAND Flash shipments and revenue. Growth will moderate in 3Q25 as demand normalizes.
NAND Flash contract prices remain stable with weak spot demand. Suppliers keep healthy inventory; PC and smartphone brands hold low stocks. Module house inventory steady, while hyperscalers increased...
Micron has announced the halt of future mobile NAND Flash development, shifting focus to higher-margin areas like SSDs and HBM. This move addresses market competition and sluggish demand, reallocating...
In the third quarter, enterprise SSD demand is strong, supporting NAND Flash capacity, while the smartphone and PC markets are weak. YMTC expands capacity and improves yield rates, increasing market s...
Samsung advances high-value NAND Flash technology amid rising AI and data center demand. Enterprise SSD growth boosts inventory digestion, yet overall NAND market recovery remains limited due to econo...
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to li...
Suppliers prioritize profitable products. July NAND Wafer demand weakens, supply stays firm, price keeps rising, with future leveling likely.
Driven by telecom tenders and supply adjustments, SLC/MLC NAND prices keep rising. Demand from industrial, aerospace, and AI supports continued price strength.
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory...
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits...
The 3Q25 contract market is stalled, with spot demand weak. For 2026, NAND Flash supply and demand are set to soften, driven by economic uncertainty and tariffs, indicating persistent price pressure.
