NAND Flash Contract Price Jan. 2026

Last Modified

2026-01-30

Update Frequency

Monthly

Format

PDF

Driven by structural cuts in mature process capacity and stable niche demand, Jan 2026 SLC and MLC prices rose significantly. With supply shortages expected to persist, the market outlook remains bullish, particularly for MLC due to heightened scarcity.

Key Highlights

Prices Defy Seasonality: Contract prices for SLC and MLC rose across the board, driven by structural cuts in mature process capacity, with MLC showing significant upward elasticity.
Supply-Demand Imbalance: Stable demand in niche sectors (industrial/auto) coupled with strategic early stocking has intensified shortages, pushing prices up despite the off-season.
Bullish Outlook: Capacity constraints in mature processes are structural and long-term. The persistent supply gap is expected to maintain a strong upward price trend.