NAND Flash Market Bulletin - Jul. 2, 2025

Last Modified

2025-07-02

Update Frequency

Weekly

Format

PDF

Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, and reserves, supporting long-term stability.

Key Highlights

Tariff policy shifts affect future market demand; supply-demand balance gradually improves.
Most contract prices rise, while spot market lacks transactions despite higher prices.
Producer output cuts and weaker Chinese subsidies impact capacity.
Micron enhances competitiveness through value-added products and technological innovation.
Channel inventory clearance and restocking stronger than expected, boosting revenue and market share.
SSD shipments and market share set new highs, Micron is now the world’s second-largest data center SSD supplier.
Consumer segment share mildly pressures margins; better price and higher volume support performance.
Inventory days keep decreasing, expected to return to healthy levels.
Looking forward, NAND margins are poised for improvement due to robust demand and supply control, supporting steady market development.