NAND Flash Market Bulletin - Aug. 6, 2025

Last Modified

2025-08-06

Update Frequency

Weekly

Format

PDF

Samsung advances high-value NAND Flash technology amid rising AI and data center demand. Enterprise SSD growth boosts inventory digestion, yet overall NAND market recovery remains limited due to economic and end-demand challenges.

Key Highlights

Memory contract prices reflect new tariffs and supply-demand shifts; NAND Flash buyers remain cautious with unclear contract pricing.
Spot market sees stronger demand for legacy products, while mainstream product activity lags.
Samsung’s 2Q25 NAND benefited from data center project resurgence, reducing inventory, and stabilizing ASPs for high-value segments.
For 3Q25, enterprise SSDs drive growth; V8 NAND adoption accelerates, with more price upside for legacy products.
Enterprise SSD, AI server, and high-density storage needs are key growth drivers, boosting high-performance product shipments.
Samsung focuses on high-value, high-performance advancements, but faces soft PC and smartphone demand.
Although inventory levels have normalized, economic pressures persist, limiting NAND price recovery for 2H25 and challenging market conditions.