NAND Flash Market Bulletin - Dec. 10, 2025

Last Modified

2025-12-10

Update Frequency

Biweekly

Format

PDF

Upcoming quarterly contract prices keep rising on higher wafer costs and stronger buying. Spot prices stay firm amid tight supply. Smartphone NAND Flash sees upward pricing and narrowing regional gaps as supply‑demand stays imbalanced. Together with DRAM hikes, this pressures Android brands’ costs and structurally squeezes low‑ to mid‑tier models.

Key Highlights

Upcoming quarter contracts: Strong wafer cost inflation and active restocking drive further contract price increases, extending prior momentum.
Spot market: After a brief correction from rapid gains, tight producer supply keeps wafer spot prices climbing to new highs.
Smartphone NAND Flash: Chinese brands pay a premium over US peers; suppliers apply catch‑up hikes to narrow regional gaps, reinforcing a rising price trend.
Outlook next quarter: Ongoing imbalance leads US buyers to accept larger hikes to secure supply, while Chinese buyers also see sizable increases, rapidly closing the price gap.
End‑market impact: Concurrent NAND Flash and DRAM increases lift Android bill‑of‑materials costs, pushing brands to focus on higher‑priced models and causing structural compression in low‑ and mid‑range segments.