NAND Flash Market Bulletin - Oct. 22, 2025

Last Modified

2025-10-22

Update Frequency

Weekly

Format

PDF

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.