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Driven by the AI Agent boom and Nvidia’s new DPU, Enterprise SSD demand has exploded. With suppliers prioritizing DRAM, severe shortages have triggered panic buying and record-breaking price hikes. As high-capacity SSDs become critical for AI, supply constraints and rising costs are expected to persist.
Driven by Generative AI, surging demand for high-end storage threatens capacity shortages. Consequently, Micron is expanding its Singapore fab and pivoting strategically: exiting the mobile market to focus resources on high-margin server and enterprise SSDs, aiming to capture long-term data center demand and expand market share.
US memory tariffs face cost hurdles. Asian makers stay low intention due to high expenses; costs will likely shift to buyers, favoring friend-shoring over US expansion.
AI infrastructure upgrades are driving structural memory demand, making DRAM and NAND Flash critical resources. Heavy CSP investment is pushing prices and revenue to record highs. With persistent shortages giving suppliers pricing power, the market is poised for sustained long-term growth.
Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, prices across all lines see sharp, irreversible hikes as sellers dictate terms.
As global majors exit the MLC market for advanced processes, a supply cliff has driven prices up. However, persistent demand from high-reliability sectors has transformed MLC into a high-margin niche. Macronix is strategically cutting NOR Flash output to boost MLC supply, filling the gap and solidifying its key supplier role.
Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics. Structural imbalances are driving up prices, forcing consumer sectors to face supply constraints and specification downgrades, with shortages expected to persist.
Driven by robust AI server demand, suppliers prioritize high-margin products, causing shortages elsewhere and driving up prices. With supplier inventory at low levels, it remains a seller's market. While client inventory generally declined due to tight supply, hyperscalers maintain strategic stock. The upward trend is expected to persist.
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 remains a seller's market. The upward price trend is expected to persist due to continued tight supply.
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 contract prices upward. The price rally is expected to continue into future quarters due to sustained supply-demand imbalances.
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