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NAND Flash Market Bulletin - Sep. 16, 2026
Last Modified
2026-09-16
Update Frequency
Weekly
Format
CSP QLC demand lifts eSSD contract prices; spot stays weak. Memory cost surge delays AI device capacity upgrades.
Key Highlights
- Contract Tilt: QLC demand lifts eSSD prices; Korean/U.S. makers gain most.
- Spot Subdued: Weak demand and cautious buyers keep volumes thin.
- AI Upgrade Stalled: Memory costs drive device price hikes; consumers opt for less.
- Growth Deferred: No local-AI killer app; recovery awaits cost relief or a new use case.
Table of Contents
- Market Update
- TrendForce’s View
- AI Smartphones & PC Systems and AI Capacity & Mainstream Capacity Intervals
<Total Pages: 2>
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