NAND Flash Market Bulletin - Aug. 13, 2025

Last Modified

2025-08-13

Update Frequency

Weekly

Format

PDF

In the third quarter, enterprise SSD demand is strong, supporting NAND Flash capacity, while the smartphone and PC markets are weak. YMTC expands capacity and improves yield rates, increasing market share and technological advancements.

Key Highlights

In the third quarter, enterprise SSD demand drives NAND Flash capacity; smartphone and PC markets remain weak.
Spot market sees reduced transaction volume; 512Gb TLC wafer price slightly increased.
YMTC updates include:
- Improving yield rates and expanding capacity, aiming for higher wafer output.
- With government support, global market share grows rapidly, surpassing major competitors.
- Progress in process technology, planning next-generation processes.
- Future shipment volumes expected to increase significantly, with revenue affected by lower unit profits.
- Focus on high-margin products and domestic equipment, exploring new markets and planning IPO.
- TrendForce predicts deeper market penetration in China for YMTC, but reinforcing competitiveness in high-end markets is needed.