Research Reports

Research Reports

NAND Flash Market Bulletin - Jun. 11, 2025

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Last Modified

2025-06-11

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Update Frequency

Weekly

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Format

PDF


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Overview

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

  1. Market Update
  2. TrendForce's View
    • YMTC's Projected Capacity (4Q23-4Q26) and Global Output Ratio (2024-2026)

<Total Pages: 2>

 

YMTC’s Projected Capacity (4Q23-4Q26) and Global Output Ratio (2024-2026)





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