Driven by AI demand, server contract prices were secured ahead of schedule, though slow inventory digestion on the consumer side has kept negotiations at a standstill; meanwhile, the spot market conti...
TrendForce Offers you a complete analysis on NAND Flash industry wafer input, production output, technology node…etc. by each company.
Driven by surge in AI server demand, enterprise SSD shortages have catapulted average selling prices and gross margins to record highs, pushing the sector into a supercycle. Despite weakening consumer...
2026-2030 Global and Chinese NAND Flash Market Data
The explosion of agentic AI services has driven server demand, pushing memory prices and revenues to a peak. Subsequently, end-user consumer electronics were suppressed by high costs, plunging the mar...
AI demand boosts DRAM/NAND logic. Contract market sees high visibility via agreements, though downstream demand weakens. FMS showcases standard transitions where high-density flash addresses memory-wa...
Growth in client SSD contract prices has slowed sharply under multiple market pressures. Surging costs from other component shortages and excess system inventory forced buyers into cautious procuremen...
Capital expenditure in artificial intelligence infrastructure has significantly boosted demand for enterprise solid-state drives and high-capacity storage, driving top memory suppliers to record reven...
In July, high prices combined with weak consumer demand paralyzed the NAND Flash wafer market, resulting in flat contract prices and extremely low transaction volumes. While mainstream TLC and QLC pri...
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...
Global server demand remains solid, sustaining stable Enterprise SSD orders. As suppliers boost production, improved supply has eased urgent order pressures and moderated quarterly contract price incr...
Steady momentum in AI infrastructure builds is driving robust demand for cloud and server storage, supporting original suppliers in maintaining extremely low inventories and strong pricing leverage. C...
Driven by robust AI server demand and capacity displacement from HBM, combined with delayed output from new fabs, DRAM supply remains tightly constrained, sustaining a seller's market. Conver...
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAN...
Long-term agreements and server demand provide a solid foundation for the contract market, while consumer memory procurement remains conservative due to cost pressures. The spot market saw a brief pri...
