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NAND Flash Market Bulletin - May 13, 2026
Last Modified
2026-05-13
Update Frequency
Weekly
Format
Contract markets show steady server but weak smartphone demand, while spot prices face pressure from cautious buyers. Edge artificial intelligence drives massive high-capacity storage needs, yet conservative expansions and manufacturing bottlenecks ensure near-term structural shortages. Relief awaits future factory maturity, making early strategic stockpiling essential.
Key Highlights
- Market Status: Contract negotiations diverge between robust server protocols and sluggish smartphone demand. Spot markets experience downward pricing pressure amid hesitant buying.
- Demand Drivers: Edge artificial intelligence accelerates device upgrades toward massive capacities and high-speed transmission, significantly boosting memory consumption.
- Supply Bottlenecks: Cautious facility expansions combined with complex high-layer manufacturing yield issues exacerbate near-term structural shortages.
- Outlook & Strategy: Supply constraints will only ease when upcoming factory capacities fully mature. Procurement teams must secure early partnerships and stockpile strategically to mitigate risks.
Table of Contents
- Market Update
- TrendForce’s View
- Penetration Rate of UFS 4.0 and PCIe Gen5
<Total Pages: 2>
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