NAND Flash Market Bulletin - Aug. 20, 2025

Last Modified

2025-08-20

Update Frequency

Weekly

Format

PDF

NAND Flash contract prices remain stable with weak spot demand. Suppliers keep healthy inventory; PC and smartphone brands hold low stocks. Module house inventory steady, while hyperscalers increased stock due to rising AI demands.

Key Highlights

Contract market sustained by demand; prices steady, PC deals set, smartphone flat, enterprise SSD expected to rise.
Spot market faces weak demand, slight price drop, buyers and sellers remain cautious.
Suppliers reduced inventory to healthy levels via active management and strong stockpiling in main regions; data centers provide key support.
PC OEMs act conservatively due to memory price hikes/shortages, focus on clearing existing inventory.
Module houses retain higher inventory, unable to boost NAND shipments via bundling, securing legacy/LPDDR supply.
Hyperscalers increase stock on AI server demand and regulatory easing, leading to a slight inventory uptick.
Smartphone brands face low inventory due to component shortages, procurement stays conservative.