eMMC/UFS Contract Price 4Q26

Last Modified

2026-10-22

Update Frequency

Quarterly

Format

PDF

In 4Q26, buyer pushback at peak costs, high inventory and Chinese vendors’ rising share curb TLC eMMC/UFS gains, while MLC eMMC dips on substitution; 1Q27 off-season prices plateau as MLC faces heavier cuts.

Key Highlights

TLC eMMC gains narrow. Buyers resist peak costs, and low-priced module makers and Chinese vendors win most orders, limiting average price growth.
MLC eMMC dips for the first time. High prices pushed customers to SLC or TLC, so sellers offered small price cuts as their pricing push stalled.
UFS gains slow. Earlier pull-ins left high channel inventory, and with new capacity arriving in the 1Q27 off-season, prices should plateau at high levels.

Prices Peak as Downstream Resistance Mounts; Price Hikes Have Narrowed Noticeably for TLC Products, While MLC Products See a Slight Correction Driven by Substitution
eMMC: Price Hikes Flatten as Costs Peak for Consumer Electronics; MLC Prices Weaken Slightly for the First Time, with Potential Downward Adjustments in the Future
UFS: Price Hikes Narrow Across the Board to Single Digits as Buyers’ Cost Tolerance Reaches Its Limit and Inventory Reduction Pressure Persists
- eMMC/UFS Contract Price Update

eMMC/UFS Contract Price Update