NAND Flash Market Bulletin - Jan. 14, 2026

Last Modified

2026-01-14

Update Frequency

Weekly

Format

PDF

Driven by AI demand, the NAND Flash market enters a super cycle in 1Q26. Suppliers control pricing by prioritizing enterprise products, causing structural shortages. Despite weak consumer demand, prices across all lines see sharp, irreversible hikes as sellers dictate terms.

Key Highlights

Seller's Market: Driven by AI and data centers, a super cycle gives suppliers full pricing power, pushing prices up significantly in both contract and spot markets.
Structural Shortage: Manufacturers prioritize high-margin Enterprise SSDs over capacity expansion, causing shortages in consumer lines.
Polarized Demand: Enterprise demand is robust, overtaking smartphones; conversely, consumer electronics remain weak due to inflation and high costs.
Sustained Hikes: Price rallies across all products are expected to persist beyond the off-season as suppliers enforce profit-first strategies.