NAND Flash Contract Price Nov. 2025

Last Modified

2025-11-28

Update Frequency

Monthly

Format

PDF

Suppliers keep reducing SLC and MLC output while telecom and automotive demand stays strong, resulting in continued NAND Flash contract price rises. MLC sees higher increases; SLC demand is stable. Tight supply is expected to persist, keeping prices upward in the short term.

Key Highlights

Manufacturers prioritize more profitable 3D NAND, leading to sharp SLC and MLC supply reductions.
Niche applications such as telecom, industrial, network, automotive and surveillance drive rising demand and overall price increases.
SLC prices keep rising steadily due to stable demand from high-reliability sectors, maintaining market strength.
MLC supply is especially tight, creating even stronger price hikes as imbalanced supply and demand worsen.
Although some applications are shifting to TLC, transitional gaps keep supply tight and deficits unresolved.
Outlook: Prices likely to keep rising short-term, with supply constraints persisting at least into the first half of next year, supporting strong price trends.