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NAND Flash Market Bulletin - Feb. 11, 2026
Last Modified
2026-02-11
Update Frequency
Weekly
Format
Driven by robust AI and enterprise demand, the NAND Flash market is firmly seller-dominated. Suppliers prioritize high-margin capacity, causing inventory tightening across PC and mobile sectors. With rising contract prices and limited bargaining power, the supply chain is adopting conservative allocation strategies to mitigate shortage risks.
Key Highlights
- Market Dynamics: Strong AI and server demand have solidified a seller's market. Despite a pre-holiday slowdown in spot trading, supply tightness supports bullish pricing. Suppliers dominate negotiations, with contract prices expected to rise further.
- Inventory Shifts: Supplier inventories are low as capacity shifts to high-margin products. This "crowding-out" effect has caused inventory declines for PC OEMs, smartphone brands, and module houses, while hyperscalers maintain strategic stockpiles.
- Strategic Response: The supply chain is adopting defensive allocation. Suppliers maintain tight control, while buyers prioritize high-end models and key clients to mitigate the risk of material shortages.
Table of Contents
- Market Update
- TrendForce’s View
- Inventory Levels of NAND Flash Suppliers and Clients in Major Application Segments
<Total Pages: 3>
Category: NAND Flash
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