NAND Flash Market Bulletin - Apr. 29, 2026

Last Modified

2026-04-29

Update Frequency

Weekly

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PDF

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.

Market Update
TrendForce’s View
- SK Group’s NAND Flash Operating Profit Margin

SK Group’s NAND Flash Operating Profit Margin

Category: NAND Flash

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NAND Flash Market Bulletin - Apr. 29, 2026

Key Highlights