Research Reports


NAND Flash


NAND Flash Market Bulletin - Jul. 16, 2025

2025/07/16

NAND Flash , Smartphones

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US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden demand surges or major supply cuts occur, prices are unlikely to rise.

NAND Flash Monthly Datasheet Jul. 2025

2025/07/15

NAND Flash , Notebook Computers , Smartphones +1

 EXCEL

TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.

WW SSD Street Price - Jul. 11, 2025

2025/07/11

NAND Flash

 EXCEL

WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan and EU.

NAND Flash Market Bulletin - Jul. 9, 2025

2025/07/09

NAND Flash

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Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.

NAND Flash Market Bulletin - Jul. 2, 2025

2025/07/02

NAND Flash

 PDF

Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, and reserves, supporting long-term stability.

3Q25 Memory Price Forecast

2025/06/30

DRAM , NAND Flash , AI Server/HBM/Server

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3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.

NAND Flash Wafer Contract Price Jun. 2025

2025/06/30

NAND Flash

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NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.

NAND Flash Contract Price Jun. 2025

2025/06/30

NAND Flash

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Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supporting prices. MLC faces tighter supply, pushing prices further up, with the uptrend expected to persist.

NAND Flash Market Bulletin - Jun. 25, 2025

2025/06/25

NAND Flash

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Contract market negotiations continue as rising wafer prices drive client SSD contract adjustments; spot market remains cautious due to subdued demand. Micron leverages tight supply and strong PC OEM, enterprise, and automotive demand to support a favorable outlook for its NAND Flash growth and pricing.

NAND Flash Faces BT Substrate Shortage: 2H25 Supply Chain Pricing Outlook

2025/06/25

NAND Flash

 PDF

AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.

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