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NAND Flash Market Bulletin - Jun. 25, 2025
Last Modified
2025-06-25
Update Frequency
Weekly
Format
Overview
Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM, enterprise, and automotive demand to support a favorable outlook for its NAND Flash growth and pricing.
Key Highlights
- Contract Market: Ongoing negotiations with rising wafer prices prompting adjustments despite existing inventory.
- Spot Market: Government policies boost demand yet sales lag and low trading volumes keep the market cautious.
- Micron Outlook:
- Early PC OEM orders and IC supply constraints tighten supply.
- Robust enterprise SSD and automotive market prospects (including smart cockpit applications) offer growth opportunities and support higher NAND Flash pricing.
Table of Contents
- Market Update
- TrendForce's View
- OPM of Micron's NAND Flash Business from 1Q24 to1Q25
<Total Pages: 2>
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