NAND Flash Contract Price Dec. 2025

Last Modified

2025-12-31

Update Frequency

Monthly

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PDF

Manufacturers shifting capacity to advanced processes has tightened mature process supply. Combined with robust niche demand in telecom, industrial, and automotive sectors, this drives SLC and MLC contract prices upward. The price rally is expected to continue into future quarters due to sustained supply-demand imbalances.

Key Highlights

Price Trend: Contract prices for SLC and MLC remain on an upward trajectory. MLC sees significant gains due to severe shortages, while SLC rises moderately.
Supply Tightening: Manufacturers focus resources on high-layer products, limiting mature process output and restricting market availability.
Demand Support: Stable demand from niche applications like industrial, automotive, and AI servers, along with preemptive stocking, bolsters prices.
Outlook: With capacity cuts confirmed, the supply-demand imbalance is expected to persist, extending the bullish price trend into the coming year.