Lates News

According to the latest survey by TrendForce, the supply-demand imbalance situation in the NAND Flash market, which experienced production cuts and inventory destocking in the first half of 2025, has significantly improved. As original manufacturers transfer capacity to high-margin product markets, the supply volume in circulation has decreased. On the demand side, companies are increasing AI investments and the mass shipment of NVIDIA's new generation Blackwell chips is providing support. Looking ahead to the third quarter, the average contract price of NAND Flash is expected to increase by 5% to 10% per quarter, but the price increase for eMMC and UFS products is lower due to uncertainties in the smartphone market in the second half of the year.