Union Consulting: It is estimated that the contract price of NAND Flash in the third quarter of 2025 will increase by 5% to 10% compared to the previous quarter.

According to the latest survey by TrendForce, it is learned from the CITIC Securities APP that, after experiencing reduced production and destocking in the first half of 2025, the imbalanced supply and demand situation in the NAND Flash market has significantly improved. With OEMs transferring capacity to high-margin products, the market circulation supply has decreased. On the demand side, companies are increasing investment in AI, and the large shipment support of NVIDIA's new generation Blackwell chip. Looking ahead to the third quarter NAND Flash price trend, it is estimated that the average contract price will increase by 5% to 10%, but the increase for eMMC and UFS products is relatively low due to the unclear outlook for smartphones in the second half of the year.