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NAND Flash Market Bulletin - Sep. 3, 2025
Last Modified
2025-09-03
Update Frequency
Weekly
Format
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
Key Highlights
- 4Q25 Market:
- Enterprise SSD contract prices expect slight rise (component tightness, Ice Lake demand).
- Spot prices stable, limited trades.
- 1H26 Outlook:
- Server Shifts: Ice Lake boosts older SSDs, but future growth may slow.
- Smartphone Weakness: Subsidy decline, high LPDDR4X costs curb buying.
- Supply Growth: YMTC expansion adds price pressure.
Table of Contents
- Market Update
- TrendForce’s View
- Quarterly Price Projections on NAND Flash
<Total Pages: 2>
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