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NAND Flash Market Bulletin - Mar. 18, 2026
Last Modified
2026-03-18
Update Frequency
Weekly
Format
Cloud demands drive memory players to sign long-term agreements with prepayments, securing capacity and sparking price uptrends.
Key Highlights
- Prices: Strong cloud demand pushes contract and spot prices upward; suppliers hold high pricing confidence.
- LTAs: Volume locks and prepayments secure capacity and future factory funding.
- Priority: North American cloud providers lead, followed by Asian peers and device brands.
- Outlook: Impending shortages make long-term agreements essential due to delayed new capacity.
Table of Contents
- Market Update
- TrendForce’s View
- Timeline of Wafer Output Contribution from New NAND Flash Fabs
<Total Pages: 2>
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