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AI is fundamentally transforming the NAND Flash market. Robust enterprise SSD demand is driving up both contract and spot prices. Suppliers control negotiations, market tightness is projected to continue, and next-generation technology investments are accelerating to meet high-performance, high-density AI storage needs.
AI's evolving demands shift storage from HDDs (high latency) to SSDs (speed, low latency). SSDs offer superior performance and TCO benefits, accelerating their adoption in AI infrastructure.
AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors are optimistic, yet memory tech hurdles rise.
NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
2024 SSD market faced conservative demand; Kingston led, Chinese brands rose, intensifying the "big get bigger" trend. Module makers differentiated, targeting new markets, with AI driving future high-capacity SSDs.
4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward trend is expected to continue into 2026. The recent steep DRAM price rises may force up retail prices of end products and weigh on demand.
October NAND Flash wafer prices soared significantly. Robust AI/enterprise SSD demand and manufacturers' supply prioritization caused severe shortages and 'prices without goods.' Further hikes are anticipated.
October SLC/MLC NAND Flash contract prices expanded gains, driven by manufacturer supply contraction and robust niche demand. Market tightness intensified, with prices expected to sustain their upward trend.
HDD shortages and surging AI demand are fueling enterprise SSD scarcity. Suppliers are aggressively raising 4Q25 contract prices over twenty percent, with increases continuing as CSPs prioritize supply.
Clouds shift to enterprise SSDs amid HDD delays, tightening supply and lifting prices. AI and commercial PCs refresh keep demand firm.
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