Driven by demand for artificial intelligence and cloud services, enterprise storage products are in short supply, driving significant growth in average memory selling prices and total industry revenue. In contrast, consumer electronics demand remains sluggish due to persistently high costs and increasingly conservative stocking strategies, creating a structural supply-demand divergence in the market, with future price increases expected to moderate gradually.

Key Highlights

• Market Divergence: AI adoption and strong cloud infrastructure investments drive surging demand for enterprise SSDs, fueling sharp increases in average selling prices and overall industry revenue. Conversely, consumer electronics face demand suppression due to elevated memory costs and front-loaded inventory.
• Supply Dynamics & Technology: Memory suppliers maintain disciplined capital expenditure, prioritizing capacity for high-margin products. Advanced high-layer stacking and high-capacity architectures are being accelerated to boost overall bit output.
• Price Growth Moderation: Following multiple quarters of rapid price surges, downstream buyers face severe margin pressure, leading to a narrowing of contract price hikes as the market enters a high-level plateau.
• Regional & Industry Trends: Chinese manufacturers are aggressively expanding production capacity and pursuing public listings. Meanwhile, module makers are increasing focus on consumer channels, exacerbating competition, while high prices push trade channels toward lower-tier alternative chips.

Table of Contents

1. 2Q26 NAND Flash Industry Review and Outlook
   • Global NAND Flash Market Sufficiency Ratio by Quarter
   • Mainstream NAND Flash Contract Wafer Price Trend
2. NAND Flash Supply Analysis
   • Global NAND Flash Wafer Output Forecast
   • Global NAND Flash Output by Process Technology
   • Global NAND Flash Output by Architecture
3. NAND Flash Manufacturer Status
   • 2Q26 Revenue Ranking among NAND Flash Suppliers
4. NAND Flash Demand Analysis
   • Global NAND Flash Demand by Application
   • Enterprise SSD PCIe Technology Roadmap
   • 2Q26 Revenue Ranking among Enterprise SSD Suppliers

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