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Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, and reserves, supporting long-term stability.
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.
Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supporting prices. MLC faces tighter supply, pushing prices further up, with the uptrend expected to persist.
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM, enterprise, and automotive demand to support a favorable outlook for its NAND Flash growth and pricing.
AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.
China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will reshape market dynamics, impacting foreign vendors’ shipments in China.
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in domestic equipment, and focusing on improving transfer speeds and technological innovation to enhance global competitiveness.
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
Wafer prices began rising since March this year, with mainstream large-capacity wafers having accumulated an approximate increase of 19% within two months...
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