NAND Flash Wafer Contract Price Aug. 2025

Last Modified

2025-08-29

Update Frequency

Monthly

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Supply strong, demand weak, August NAND Flash Wafer prices continue rising but with smaller increases. Demand focuses on depleting inventory, September market predicted stagnant, 3Q25-end prices expected to gradually stabilize.

Key Highlights

According to TrendForce, August NAND Flash wafer market is supply strong and demand weak.
In the U.S., July's advance stocking effect ended, and China's reliance on government subsidies decreased.
August prices rose but with smaller increases, downstream customers have weak bargaining power and high inventory.
Some manufacturers shifted from monthly to quarterly pricing, causing larger price fluctuations at the start of each quarter.
Mainstream products like 512Gb and 1Tb saw smaller price increases compared to the scarce Legacy 256Gb.
MLC products continued their price rise due to demand support.
September forecast: manufacturers will strictly control supply to stabilize price increases, market trading atmosphere remains inactive, 3Q25-end prices expected to slow down.