NAND Flash Market Bulletin - Dec. 24, 2025

Last Modified

2025-12-24

Update Frequency

Weekly

Format

PDF

NAND Flash prices are rising due to tight supply. Micron reported significant revenue and margin growth driven by robust AI and data center demand. Future focus remains on high-capacity QLC and enterprise SSDs to optimize profitability through high-margin applications.

Key Highlights

Market Dynamics: Prioritizing profitability has tightened supply, driving significant price increases in both contract and spot markets with a positive outlook.
Earnings: Micron saw a substantial surge in revenue and margins, led by high-end AI and data center products.
Product Strategy: Aggressive expansion in high-capacity QLC and enterprise SSDs is increasing market penetration with new validations.
Outlook: Focusing on high-margin cloud applications and vertical integration will likely drive simultaneous growth in profitability and market share.