NAND Flash Market Bulletin - Jun. 3, 2026

Last Modified

2026-06-03

Update Frequency

Weekly

Format

PDF

Contract and spot markets stagnate due to weak demand. However, AI drives massive demand for high-capacity enterprise SSDs. While manufacturers accelerate high-stack technology migration, expansion capital remains conservative, prolonging supply shortages.

Key Highlights

Market Stagnation: Smartphone and spot markets face gridlock due to weak consumer demand and divergent pricing expectations.
Demand Surge: The AI boom triggers massive demand for high-capacity enterprise SSDs, highlighting structural supply deficits.
Technology Shift: Manufacturers aggressively advance to higher-layer stack processes to optimize density and meet speed requirements.
Conservative Expansion: Capital expenditure remains highly cautious with limited new wafer space, delaying substantial capacity additions.
Supply Crunch: Despite capacity reallocation from consumer segments, persistent undersupply in enterprise storage will continue long-term.