NAND Flash Contract Price Sep. 2025

Last Modified

2025-09-30

Update Frequency

Monthly

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PDF

September SLC/MLC NAND Flash prices surged, fueled by robust niche demand, strategic supply contraction, and capacity shift to high-margin products. October anticipates further gains and tighter supply.

Key Highlights

September saw accelerated price increases for SLC/MLC NAND Flash.
SLC gains driven by steady telecom/industrial demand and strategic consumer market supply cuts.
MLC rose more sharply due to capacity shift to high-margin products and early automotive/industrial stockpiling.
October outlook remains strong, fueled by AI, telecom, and automotive high-reliability applications.
Manufacturers' capacity adjustment strategy persists, forecasting further price hikes and tightening supply.