NAND Flash Contract Price Feb. 2026

Last Modified

2026-02-26

Update Frequency

Monthly

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PDF

In February 2026, NAND Flash prices surged as manufacturers shifted focus to advanced nodes, tightening mature process supply. MLC saw aggressive gains due to acute shortages, while SLC rose steadily. With robust industrial and automotive demand, the supply-demand imbalance and strong bullish price trend are expected to persist through the first half.

Key Highlights

Price Trend: SLC and MLC prices continued their strong rally. MLC recorded the steepest gains due to extreme supply constraints, while SLC demonstrated a comprehensive and steady upward trajectory across all capacities.
Supply & Demand: Manufacturers’ shift toward high-layer products has widened the shortage of mature processes, failing to meet robust demand from industrial, automotive, and AI edge computing sectors.
Outlook: Expansion efforts remain insufficient to fill the gap. The supply-demand imbalance is expected to extend into the second half, keeping prices strong with high upward elasticity.