NAND Flash Market Bulletin - Feb. 4, 2026

Last Modified

2026-02-04

Update Frequency

Weekly

Format

PDF

Supply constraints favor sellers with rising contract prices, though high costs dampen spot trading. Earnings confirm AI enterprise SSDs are driving profits. Future strategies prioritize technology upgrades and high-capacity solutions over capacity expansion to meet sustained AI storage demand.

Key Highlights

Market Trend: A seller's market prevails due to limited supply, pushing contract prices up, while high spot prices have stalled trading momentum.
Earnings: Major suppliers report robust growth driven by price recoveries and surging demand for AI-related enterprise SSDs.
Product Strategy: Firms are pivoting to high-capacity TLC and QLC solutions to address structural shifts in AI storage needs.
Outlook: Investments will prioritize process technology upgrades over mere capacity expansion to maintain competitiveness in the AI era.