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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.
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.
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.
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory and controller IC substrate shortages, led to widespread supply shortfalls. Future competition will center on advanced technology adoption like PCIe 6.0 and higher NAND Flash densities, the accelerating localization trend in China, and persistent supply-demand imbalances. Suppliers must master precise capacity planning and technological upgrades to navigate rising technical thresholds and geopolitical dynamics. Major players are strategically positioning themselves to consolidate or expand market share.
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