Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
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...
Contract prices have peaked at historic highs, severely compressing margins for downstream module makers. Coupled with weak end-market demand, buyers are strongly resisting higher quotes and adopting...
In May, the NAND Flash wafer market growth decelerated significantly. High wafer prices put severe cost and financial pressures on downstream module makers. With margins heavily squeezed and terminal...
Recently, the upward momentum of NAND Flash wafer contract prices has decelerated significantly. Due to elevated costs and sluggish end-market consumption, module makers have adopted a passive procure...
Driven by strict supplier capacity control and robust AI demand, NAND Flash wafer prices continue rising but exhibit structural divergence. MLC prices are surging most fiercely due to phase-out-induce...
Feb 2026 NAND Flash Wafer prices remain high due to supply control, though gains are narrowing from buyer resistance. AI drives mainstream products, while MLC surges due to end-of-life scarcity. The m...
Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology up...
Driven by AI demand and strict supply controls, the Jan 2026 NAND Flash market remains seller-dominated with rising prices. MLC surged notably due to impending discontinuation. Structural support limi...
Fueled by robust AI and enterprise SSD demand, December NAND Flash wafer prices surged, led by TLC and QLC. With manufacturers strictly controlling capacity for high-end applications, the market remai...
Due to tight supply and strong AI and enterprise SSD demand, NAND Flash wafer prices surged in November. Contract prices for some products rose significantly, with the uptrend likely to continue into...
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 NAND Flash wafer prices soared significantly. Robust AI/enterprise SSD demand and manufacturers' supply prioritization caused severe shortages and 'prices without goods.' Furthe...
AI's rise shifts storage from HDD to SSD, boosting NAND Flash contract and spot prices. Strong QLC and TLC demand forecasts structural growth for AI-related SSDs, making NAND Flash central to AI...
Strong Enterprise SSD demand and tight supply drove NAND Flash wafer prices up in September. Manufacturers prioritized high-margin products amid process conversion, tightening supply. A structural mar...
