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NAND Flash Market Bulletin - Apr. 29, 2026
Last Modified
2026-04-29
Update Frequency
Weekly
Format
Driven by robust demand for AI servers, enterprise storage products are yielding substantial profits, prompting suppliers to actively expand advanced manufacturing processes. However, high end-market costs have weakened consumer demand, bringing contract price negotiations to a stalemate. Meanwhile, the spot market is experiencing sluggish buying interest and downward price corrections due to inventory sell-offs.
Key Highlights
- Contract: High costs stall consumer demand and price negotiations.
- Spot: Inventory dumps and past high prices cause sharp price drops.
- Suppliers: Price hikes yield record profit; focus shifts to advanced enterprise drives.
- AI: Strong server demand offsets weak consumer markets, driving capacity investments.
Table of Contents
- Market Update
- TrendForce’s View
- SK Group’s NAND Flash Operating Profit Margin
<Total Pages: 3>
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