NAND Flash Market Bulletin - Jun. 11, 2025
Last Modified
2025-06-11
Update Frequency
Weekly
Format
Driven by robust enterprise SSD demand, NAND Flash contract prices will continue to rise next quarter. This year, Chinese manufacturers are expanding production capacity, achieving breakthroughs in domestic equipment, and focusing on improving transfer speeds and technological innovation to enhance global competitiveness.
Key Highlights
- Due to strong enterprise SSD demand, contract prices in the NAND Flash market are rising, while spot prices remain relatively weak.
- Chinese NAND Flash manufacturers have made significant progress in domestic equipment localization and independent supply chain development, and are actively expanding production capacity. Technological advancements are focused on improving product transfer speeds and optimizing design to address the limitations of layer stacking and meet the needs of high-end application markets.
- Continuous innovation and capacity expansion by Chinese manufacturers are laying the foundation for capturing greater global market share in the future.
Table of Contents
- Market Update
- TrendForce's View
- YMTC's Projected Capacity (4Q23-4Q26) and Global Output Ratio (2024-2026)
<Total Pages: 2>

Category: NAND Flash
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Feb. 2026
2026/02/11
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
NAND Flash Market BulletinRelated Reports
Download Report
Membership
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Feb. 2026
2026/02/11
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF