NuAxiSemiconductor trade intelligence

【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】 Restricted by persistently weak consumer end-demand...

What happened

512Gb TLC wafer prices fell 1.00% to US$19.883 this week due to weak consumer demand and Chinese capacity releases. While sellers loosened quotes, buyers remain conservative, resulting in light transaction volumes. Bearish signal for spot market pricing.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

NAND Flash512Gb TLC Wafer

Chinese Suppliers

price-dropsupply-ampleconsumer-demand-weaktrendforce

Source and time

Source: TrendForce Official (Market Data) · 9/23/2026 · View original source

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【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】 Restricted by persistently weak consumer end-demand...

What happened

Impact and signal

Affected components and suppliers

Source and time

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