NAND Flash Market Bulletin - Oct. 15, 2025

Last Modified

2025-10-15

Update Frequency

Weekly

Format

PDF

AI's rise shifts storage from HDD to SSD, boosting NAND Flash contract and spot prices. Strong QLC and TLC demand forecasts structural growth for AI-related SSDs, making NAND Flash central to AI server and cloud architectures.

Key Highlights

Market Trends: NAND Flash contract and spot prices are rising due to AI expansion and enterprise stocking, limiting buyer leverage.
Product Demand: Strong demand for QLC and TLC products, particularly in cloud, enterprise, and AI server segments.
Architectural Shift: AI development drives storage migration from HDD to SSD, addressing critical latency and random I/O needs.
Storage Tiering: AI server storage stratifies: high-density QLC for capacity, high-performance TLC for AI workloads.
Outlook: Significant AI-related SSD demand growth is forecast, signaling structural expansion for NAND Flash.