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4Q25 memory prices continue upward. Strong AI demand from US CSPs and HDD shortages boosting enterprise NAND Flash are key. Suppliers prioritize profit, tightening old process supply.
TrendForce notes surging AI inference drives high-capacity storage demand. HDD shortage pushes CSPs to Nearline SSDs. NAND Flash vendors accelerate QLC validation & expansion. Future sees wider SSD adoption in AI, boosting enterprise SSD demand. NAND Flash expands to AI training, diversifying tech. Supply chain faces bottlenecks, requiring expansion & innovation.
The NAND Flash market is reversing upwards, fueled by HDD shortages driving robust enterprise QLC SSD demand. Contract and spot prices are climbing. Suppliers prioritize QLC output and process upgrades, expecting sustained price increases from 4Q25 through 3Q26 due to anticipated supply tightness.
TrendForce indicates AI-driven data explosion causes structural changes in data center storage. HDD shortage accelerates QLC SSD demand, especially high-capacity products. Despite cost considerations, the widening HDD gap prompts North American CSPs to evaluate QLC SSD as cold data storage alternative. Supplier capacity constraints and CSP price sensitivity lead to short-term price negotiations, but in the long run, unresolved HDD issues will lead to explosive growth in QLC SSD demand.
Nearline HDD shortages are driving QLC SSD demand. Suppliers foresee tight supply and rising NAND contract prices next year, despite spot market resistance. AI-driven data center needs make QLC SSD a critical, indispensable solution for future growth.
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining its value and role.
In 2Q25, NAND Flash saw client SSD prices rise from tariff-driven PC pre-stocking, with moderate overall ASP growth. 3Q25 shifts to AI/server-led enterprise SSD demand, creating controller IC shortages and sustained price increases, driving the market. Supply upgrades, but overall demand momentum is expected to soften.
Supply strong, demand weak, August NAND Flash Wafer prices continue rising but with smaller increases. Demand focuses on depleting inventory, September market predicted stagnant, 3Q25-end prices expected to gradually stabilize.
In August 2025, SLC and MLC NAND Flash contract prices increased due to niche application demand and supply-side strategies. Telecom and industrial control markets boosted SLC prices, with Samsung's focus on automotive and industrial control applications raising MLC prices.
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