NuAxiSemiconductor trade intelligence

📈 NAND flash price forecast raised! 1Q26 overall prices projected to surge 85–90% QoQ. 💡TrendForce on supplier shipment strategies: https://buf...

What happened

TrendForce has raised its NAND flash price forecast, projecting an 85-90% QoQ surge in overall prices for Q1 2026. This revision is driven by suppliers' strategic shipment controls and sustained demand. Bullish: The forecast signals a significant and specific upward price trajectory for NAND flash, directly impacting procurement and trading decisions.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

NAND Flash

Samsung Electronics SK hynix Kioxia Micron Western Digital

price-hikeforecast-upgradeNAND

Source and time

Source: TrendForce Official (Market Data) · 3/3/2026 · View original source

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📈 NAND flash price forecast raised! 1Q26 overall prices projected to surge 85–90% QoQ. 💡TrendForce on supplier shipment strategies: https://buf...

What happened

Impact and signal

Affected components and suppliers

Source and time

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