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NAND Flash Market Bulletin - Nov. 5, 2025
Last Modified
2025-11-05
Update Frequency
Weekly
Format
NAND Flash prices surged amid tight supply. Industry investment focuses on advanced tech: hybrid bonding, process upgrades. Overall bit growth limited.
Key Highlights
- NAND Flash prices surged in contract/spot markets; supply extremely tight, expected to rise.
- Manufacturers limited wafer release; holders hoarded stock, causing scarcity.
- Industry capex shifts to advanced tech: hybrid bonding, process migration.
- Kioxia/SanDisk, YMTC aggressively expand; Micron boosts investment.
- Samsung, SK hynix/Solidigm cut NAND capex, prioritize HBM/DRAM.
- Increased investment, but limited future bit growth.
Table of Contents
- Market Update
- TrendForce’s View
- Major NAND Flash Suppliers’ Respective Capital Expenditure Figures
<Total Pages: 2>
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