Research Reports

Research Reports

NAND Flash Contract Price Jun. 2025

Last Modified

2025-06-30

Update Frequency

Monthly

Format

PDF

Overview

Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supporting prices. MLC faces tighter supply, pushing prices further up, with the uptrend expected to persist.

Key Highlights

AI edge devices and industrial demand drove continued SLC, MLC NAND Flash price increases in June.
SLC benefits from accelerated AI deployments, upgraded infrastructure, and industrial renewals, leading to tight supply-demand.
With its durability and stability, SLC is favored in embedded storage for smart energy and smart building.
Strong GPON and fiber network equipment demand further boosts SLC shipments.
SLC's applications now range from traditional HMI and PLC to smart surveillance and edge power nodes.
High-stress environments require stable storage, solidifying SLC's market presence.
Despite inventory adjustments, SLC's niche applications support its pricing.
Samsung's withdrawal from consumer MLC increases supply tightness, driving notable MLC price hikes.
In July, ongoing AI, automotive, and industrial needs, along with supplier adjustments, are expected to keep SLC and MLC prices rising.