NAND Flash Wafer Contract Price Dec. 2025

Last Modified

2025-12-31

Update Frequency

Monthly

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PDF

Fueled by robust AI and enterprise SSD demand, December NAND Flash wafer prices surged, led by TLC and QLC. With manufacturers strictly controlling capacity for high-end applications, the market remains a seller's market. The upward price trend is expected to persist due to continued tight supply.

Key Highlights

Demand Drivers: Fueled by AI and enterprise SSD needs, combined with manufacturers' firm pricing and allocation to high-end products, supply remains critically tight.
Broad Price Rally: Contract prices rose across the board. TLC and QLC witnessed the steepest gains due to aggressive inventory restocking, while MLC maintained a steady upward trend.
Market Outlook: The sector remains a seller's market. With high order visibility and no capacity expansion planned, the upward price momentum is solid, pending observation of consumer demand in the upcoming off-season.