Download Report
Contact Us
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>
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
NAND Flash Market BulletinRelated Reports
Download Report
18,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF