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NAND Flash Wafer Contract Price Jul. 2025
Last Modified
2025-07-31
Update Frequency
Monthly
Format
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.
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Category: NAND Flash
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