As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

Last Modified

2025-02-13

Update Frequency

Aperiodically

Format

PDF

TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by suppliers' proactive production cuts, growing AI-related demand, and faster inventory depletion. Chinese government subsidies, AI server demand, and AI PC/smartphone demand spurred by DeepSeek will contribute to the NAND Flash market recovery.

＜Total Pages：5＞

Category: Semiconductors , Artificial Intelligence

Spotlight Report

Selected TopicsRelated Reports

SLC NAND Price Surge: Global Capacity Gap & Substitution Wave in 2H 2026

2026/07/06

NAND Flash

PDF

SpaceX IPO Fuels New Growth in Satellite Broadband Supply Chain

2026/06/24

Telecommunications

PDF

2026 Outlook: Global Semiconductor Supply Chain Diversification and Materials Strategy

2026/06/18

Semiconductors

PDF

Cascading Shortages in Consumer DRAM: How Capacity Pivots Fuel Legacy Node Adoption

2026/06/17

DRAM

PDF

2026 Trends: Memory for New AI Inference Demand

2026/06/12

Semiconductors

PDF

Power Integrity Upgrades in AI Servers: Evolving Roles of Silicon Capacitors and MLCCs

2026/06/11

Semiconductors

PDF

Download Report

USD

2,000

Membership

Selected Topics New
Selected Topics-TF-0037_As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

Popular Keywords

Research Reports

2,000