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NAND Flash Market Bulletin - Oct. 22, 2025
Last Modified
2025-10-22
Update Frequency
Weekly
Format
Strong enterprise SSD demand and supplier stock retention are fueling NAND Flash price surges. Severe supply-demand imbalance forecasts persistent shortages into H1 2026.
Key Highlights
- Contract Market: Robust enterprise SSD demand drives substantial bit growth. Suppliers withhold stock, aggressively raising contract prices, leading to severe supply-demand imbalance.
- Spot Market: Strong price gains persist; wafer prices show widespread increases. Suppliers limit sales, making low-priced stock scarce as buyers rush to secure inventory.
- Outlook: Spot prices, a key indicator, surged after supplier hikes. Supplier stock retention predicts strong future prices and persistent shortages into the coming year.
Table of Contents
- Market Update
- TrendForce’s View
- NAND Wafer Spot Price 2025 Jan. To Now
- Price Forecast From 3Q25 To 4Q26
<Total Pages: 2>
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