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NAND Flash Market Bulletin - Jan. 28, 2026
Last Modified
2026-01-28
Update Frequency
Weekly
Format
Contract prices remain high due to suppliers' profit focus; spot prices are rising, but trading is flat as sellers hold firm. YMTC is poised for significant market share growth through capacity expansion and localization. By expanding into high-end storage and DRAM, and pursuing an IPO, YMTC aims to transform into a profit-oriented, global comprehensive solution provider.
Key Highlights
- Contract Market: Prices remain high as suppliers prioritize profitability in allocation. Both CSPs and consumer clients accept price hikes to ensure supply, driving an overall upward trend.
- Spot Market: Prices continue to rise, but weak demand and seasonal factors keep trading volumes flat. Suppliers remain optimistic about future trends and refuse to lower prices.
- YMTC Outlook: New facility operations will significantly boost capacity and market share. Focus remains on yield improvement and increasing supply chain localization.
- Operational Strategy: YMTC is shifting product mix towards high-end segments for AI and enterprise markets, while expanding R&D into DRAM. Aided by IPO plans, the company is pivoting from policy-driven to profit-oriented, aiming to become a key global supplier.
Table of Contents
- Market Update
- TrendForce's View
- Capacity Deployment and Development at Each Fab of YMTC
<Total Pages: 2>
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