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

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2025-02-13

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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.

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