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NAND Flash Market Bulletin - Jul. 9, 2025
Last Modified
2025-07-09
Update Frequency
Weekly
Format
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
Key Highlights
- NVIDIA's new chips drive enterprise SSD demand, lifting contract NAND Flash prices.
- Spot market lacks momentum due to high prices, fading China support, and post-sales lull; buyers await US tariff guidance.
- Suppliers and module makers see notable 2Q25 inventory drops from Chinese subsidies and US tariff pre-stocking.
- PC OEMs deplete inventory aggressively on subsidies, but tight supply and tariff uncertainty lead to divergent stocking.
- US hyperscalers cut inventory after Blackwell shipments; Chinese peers seek substitutes after bans, inventory level remains unchanged.
- Smartphone sector benefits from subsidies, but cautious stocking persists due to weak global demand and tight LPDDR supply.
Table of Contents
- Market Update
- TrendForce's View
- Inventory Levels of NAND Flash Suppliers and Clients in Major Application Segments
<Total Pages: 2>
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