Research Reports

Research Reports

NAND Flash Wafer Contract Price Jun. 2025

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Last Modified

2025-06-30

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Update Frequency

Monthly

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Format

PDF


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Overview

NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.

Key Highlights

  • Suppliers prioritize high-margin products, reducing wafer availability.
  • Policy effects in China and US wane, dampening demand; buyers adopt cautious stance.
  • Supply remains tight, so June prices edge higher, but gains are marginal.
  • Server/storage demands may recover, benefiting overall outlook.
  • Output control by suppliers keeps prices supported yet limits further rise.
  • Future performance will depend on demand and supplier strategies.

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