NAND Flash Wafer Contract Price Jul. 2025

Last Modified

2025-07-31

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Monthly

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Suppliers prioritize profitable products. July NAND Wafer demand weakens, supply stays firm, price keeps rising, with future leveling likely.

Key Highlights

Suppliers focus on profit, prioritizing high-margin products, reducing wafer supply.
July saw weaker demand due to diminishing Chinese incentives and US tariff changes, slowing enterprise restocking.
Module makers hold elevated inventories, resulting in cautious market sentiment and shipping pressure.
Despite soft demand, suppliers stick to price hikes; only TLC 1Tb remains flat due to sufficient supply, other types trend higher.
Looking ahead, inventory and demand uncertainties may cap further increases, shifting the market to a more neutral, consolidating phase.

Preview cover of the research report “NAND Flash Wafer Contract Price Jul. 2025”