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Due to front-loaded bulk procurement in the first half of the year, consumer electronics will face a weak peak season in the second half, with contract price growth slowing down. The spot market is in a stalemate over pricing. While suppliers maintain extremely low inventory through strict production control, PC, smartphone, and module makers adopt conservative procurement due to weak demand and component shortages. Conversely, cloud service providers keep stocking up for AI, offering solid demand support.
As AI power and heat surge, legacy storage faces thermal bottlenecks. Giants driving thin, blade-like form factors to optimize airflow and surface area. While legacy builds dominate short-term due to business reality, next-gen interfaces will speed the shift, making new form factors vital infrastructure.
The contract market growth slows into a plateau due to weak terminal demand and high costs, while the spot market stabilizes amidst cautious sentiments and low trading volumes. Despite escalating geopolitical sanctions, YMTC successfully breaks through bottlenecks by upgrading technologies, expanding capacity, and pivoting strategic focus. This effectively fulfills local consumer demand and consolidates the foundation of a self-sufficient Chinese semiconductor supply chain.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
As AI shifts from training to inference and agentic workloads, Server CPU evolves from auxiliary to core orchestrator, lifting both ARM and x86 demand into a new growth cycle.
Large firms' long-term agreements transition NAND markets to structural stability. AI architecture shifts toward storage-centric designs, elevating enterprise SSDs. Inference demands drive interface upgrades and high-density liquid cooling, while edge storage advances. AI will remain the primary driver for long-term storage value growth.
Driven by the surge in AI applications and long-term cloud contract lock-ins, enterprise SSD demand is exceptionally strong. Conservative capacity expansion has created a structural imbalance, with suppliers prioritizing highly profitable server markets, squeezing consumer electronics. The industry is entering an AI-driven, high-margin cycle with surging contract prices.
Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion capital remains conservative, prolonging supply shortages.
Capital shifts to high-performance chips have squeezed mature processes, triggering structural shortages in high-reliability memory. As value revaluation outpaces volume growth, market revenue surges. The industry enters a price plateau, shifting competition to supply stability and long-term contract management.
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