NAND Flash Market Bulletin - Jun. 25, 2025

Last Modified

2025-06-25

Update Frequency

Weekly

Format

PDF

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.