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Supply bottlenecks and migration curb NAND output; enterprise SSD crowds out eMMC/UFS, lifting prices into next year.
Strong enterprise SSD demand and supplier stock retention are fueling NAND Flash price surges. Severe supply-demand imbalance forecasts persistent shortages into H1 2026.
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 server and cloud architectures.
2026 NAND Flash: AI drives explosive enterprise SSD demand, offsetting weak consumer markets. HDD shortages compel a shift to high-capacity QLC SSDs. Despite bit growth, supply for these remains structurally tight, ensuring sustained price increases and a significant market pivot.
TrendForce forecasts a structural memory price hike by 2026. Strong AI server demand and profit-first supplier strategies lead to capacity shifting towards high-margin applications, driving widespread DRAM and NAND Flash price increases, despite weak consumer demand.
The NAND Flash market is robust, driven by enterprise SSD and AI demand, pushing up contract and spot prices. Micron, leveraging QLC technology and data center SSDs, has successfully transformed and anticipates continued revenue and margin growth.
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 market upturn, not just seasonal, is anticipated for months ahead.
September SLC/MLC NAND Flash prices surged, fueled by robust niche demand, strategic supply contraction, and capacity shift to high-margin products. October anticipates further gains and tighter supply.
AI demand boosts storage; HDD scarcity shifts orders to enterprise SSDs, strengthening NAND Flash market sentiment. Supplier inventories are healthy, projecting widespread 4Q25 contract and spot price hikes.
AI's surge is transforming data center storage. HDD faces high costs and long lead times due to new tech hurdles, creating a significant supply gap. This opens a key opportunity for QLC Nearline SSDs. NAND suppliers are accelerating advanced process transitions to dominate the AI-driven high-capacity storage market, positioning Nearline SSDs as the future mainstream.
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