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NAND Flash Prices Begin to Recover in 2Q25 as Production Cuts and Inventory Rebuilding Take Effect

03/26/2025 | TrendForce
TrendForce reports that NAND Flash suppliers began reducing production in the fourth quarter of 2024, and the effects are now starting to show. In anticipation of potential U.S. tariff increases, consumer electronics brands have accelerated production, further driving up demand.

Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ

03/03/2025 | TrendForce
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.

Supplier Production Cuts and AI Demand Expected to Drive NAND Flash Price Recovery in 2H25

02/17/2025 | TrendForce
TrendForce's latest findings reveal that the NAND Flash market continues to be plagued by oversupply in the first quarter of 2025, leading to sustained price declines and financial strain for suppliers.

NAND Flash Manufacturers to Resume Production Cuts in 2025 to Ease Supply-Demand Imbalance and Stabilize Prices

01/22/2025 | TrendForce
TrendForce’s latest research report highlights that the NAND Flash industry will continue to face dual pressure from weak demand and oversupply in 2025. In response, manufacturers including Micron, Kioxia/SanDisk, Samsung, and SK hynix/Solidigm have similar plans to cut production—a move that could accelerate industry consolidation in the long term.

Enterprise SSD Demand Soars While Consumer Orders Lag, Driving 3Q24 NAND Flash Revenue Up 4.8%

11/29/2024 | TrendForce
TrendForce’s latest findings have shown that the NAND Flash industry recorded a 2% QoQ decline in bit shipments in 3Q24, but a 7% rise in ASP boosted overall revenue to US$17.6 billion—making a 4.8% QoQ increase.
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