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Driven by robust AI demand, memory has become a strategic asset. Surging contract prices will trigger a spot market rebound. Stellar earnings and multi-year strategic agreements signal a structural shift away from traditional cycles, entering a new normal of high prices, exceptional margins, and low inventory.
AI demands and chip upgrades drive smartphone storage growth despite high costs. Brands raise base specs, making large capacities the new standard.
Cloud demands drive memory players to sign long-term agreements with prepayments, securing capacity and sparking price uptrends.
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.
Driven by new models and AI deployments, smartphone and server shipments grew in Q4, while notebooks declined due to economic factors. Looking into Q1, surging material costs are forcing price hikes, suppressing consumer electronics demand and weakening overall momentum. The market relies solely on CSP investments in AI and data centers to support Enterprise SSD demand.
This report leverages TrendForce’s expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector
The NAND market shows structural divergence. Rising costs are suppressing consumer shipments, while AI drives robust enterprise demand. Suppliers are shifting capacity to servers and managing supply prudently, effectively offsetting consumer weakness to maintain overall market balance.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
In February 2026, NAND Flash prices surged as manufacturers shifted focus to advanced nodes, tightening mature process supply. MLC saw aggressive gains due to acute shortages, while SLC rose steadily. With robust industrial and automotive demand, the supply-demand imbalance and strong bullish price trend are expected to persist through the first half.
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