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Driven by AI adoption and Nvidia's new architecture, Enterprise SSD demand is skyrocketing. With suppliers prioritizing DRAM, NAND capacity remains constrained, pushing contract prices to record highs. Buyers are locking in long-term deals despite soaring costs, cementing SSDs as critical components.
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With rising contract prices and limited bargaining power, the supply chain is adopting conservative allocation strategies to mitigate shortage risks.
In 1Q26, strong Server and AI demand drove manufacturers to prioritize enterprise products, severely constraining consumer eMMC and UFS supply. Despite the seasonal lull, low inventories and shortage concerns spurred aggressive stockpiling, causing contract prices to surge globally. With supply pressures persisting, prices are unlikely to drop in the near term.
In Q1 2026, robust Server and AI demand crowded out Client SSD capacity as suppliers prioritized high-margin enterprise products. Coupled with low OEM inventory and replacement cycle needs, contract prices surged significantly. Tight supply is expected to persist, though rising costs may dampen PC shipments.
AI shifting to inference drives a surge in enterprise SSD demand. With new fab capacity delayed by cleanroom construction, supply remains tight through the next two years. Top vendors focus on node upgrades and alliances, shifting pricing power to suppliers.
AI fuels HBM/storage price hikes, pushing Memory revenue past Foundry. While weak mature nodes and capacity barriers slow Foundry, Memory's output efficiency and price volatility drive its market dominance through 2026.
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 upgrades and high-capacity solutions over capacity expansion to meet sustained AI storage demand.
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 limits price corrections despite weak consumer sectors.
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 bullish, particularly for MLC due to heightened scarcity.
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity expansion and localization. By expanding into high-end storage and DRAM, and pursuing an IPO, YMTC aims to transform into a profit-oriented, global comprehensive solution provider.
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