NuAxiSemiconductor trade intelligence
🤔 High-value products are squeezing mature-node capacity, leaving MLC #NAND in short supply and driving industrial and automotive customers to SLC ...
What happened
TrendForce forecasts SLC NAND prices to surge 120-170% in 2H26 due to MLC NAND shortages caused by capacity constraints on mature nodes.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
NAND FlashSLC NANDMLC NAND
price-hikeshortagecapacity-squeezeindustrialautomotive
Source and time
Source: TrendForce Official (Market Data) · 7/13/2026 · View original source
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