Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
Driven by constrained capacity, niche NAND Flash supply shortages persist. SLC maintains moderate gains supported by rigid demand, though growth has slowed. MLC prices remain nearly flat as buyer cost...
High prices of prime wafers are squeezing profits for module makers. Coupled with sluggish end-user demand, manufacturers are shifting to purchase downgraded materials to supply secondary markets and...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
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...
Driven by AI, automotive, and networking demands, the flash memory market faces structural shortages. Manufacturers shifting capacity to advanced nodes stalls mature output, pushing contract prices to...
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...
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...
