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US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory and demand likely to stabilize in 2H25, limiting upside for price recovery.
Q3 PC-Client SSD prices are supported by commercial models replacements and limited supply, while demand of consumer models remains weak, leading to market divergence. With diminishing policy benefits, prices hike percentage matches the previous quarter. New applications create opportunities, but further growth depends on future market and end-user demand trends.
The 3Q25 contract market is stalled, with spot demand weak. For 2026, NAND Flash supply and demand are set to soften, driven by economic uncertainty and tariffs, indicating persistent price pressure.
eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focus to non-consumer applications for profitability, anticipating a potential price decline later in the year.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden demand surges or major supply cuts occur, prices are unlikely to rise.
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
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.
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