NAND Flash Wafer Contract Price Feb. 2026

Last Modified

2026-02-26

Update Frequency

Monthly

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PDF

Feb 2026 NAND Flash Wafer prices remain high due to supply control, though gains are narrowing from buyer resistance. AI drives mainstream products, while MLC surges due to end-of-life scarcity. The market enters high-level fluctuation; future trends depend on AI balancing weak consumer demand.

Key Highlights

Gains Decelerating: Strict supply control maintains high prices, but momentum is slowing due to downstream resistance to rising costs.
Divergent Demand: AI and enterprise storage remain robust drivers, while weak consumer electronics recovery creates pricing friction.
Product Performance: Mainstream TLC and QLC hikes are leveling off; MLC leads growth driven by severe scarcity from end-of-life schedules.
Outlook: The market is shifting to high-level consolidation. Future price momentum depends on whether AI demand can offset consumer weakness.