NAND Flash Market Bulletin - Jan. 28, 2026

Last Modified

2026-01-28

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Weekly

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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.

Market Update
TrendForce's View
- Capacity Deployment and Development at Each Fab of YMTC

Capacity Deployment and Development at Each Fab of YMTC

Sector: Memory & Storage

Tag: NAND Flash AI Storage Enterprise Storage Contract Price IPO Market Bulletin Production Capacity Revenue Spot Price Supply & Demand Technology Roadmap YMTC

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NAND Flash Market Bulletin - Jan. 28, 2026

Key Highlights