NuAxiSemiconductor trade intelligence
💾 NOR Flash & SLC NAND: Volume Flat, Revenue at Multi-Decade Highs Capital has pivoted to advanced chips, leaving mature nodes severely supply-cons...
What happened
NOR Flash and SLC NAND revenues hit multi-decade highs with prices at record levels due to a structural shortage in mature nodes. Capital has shifted to advanced chips, leaving no expansion plans for these components. Bullish: Supply constraints drive prices higher.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
NOR FlashSLC NAND
shortageprice-hikemature-nodes
Source and time
Source: TrendForce Official (Market Data) · 6/28/2026 · View original source
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