Download Report
Contact Us
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>
Category: NAND Flash
Spotlight Report
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Jan. 2026
2026/01/14
Semiconductors
PDF
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
-
Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend
2025/12/09
Semiconductors
PDF
NAND Flash Market BulletinRelated Reports
Download Report
Membership
Spotlight Report
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Jan. 2026
2026/01/14
Semiconductors
PDF
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
-
Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend
2025/12/09
Semiconductors
PDF