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【Weak Module-House Demand Weighs on NAND Spot Trading; 512Gb TLC Prices Dip 1.28%】 Due to weak demand from the largest buyer, module houses, combine...
What happened
Due to weak demand from the largest buyer, module houses, combined with persistently high inventory levels, NAND spot market trading volume has remained sluggish. Sellers believe that price cuts may not stimulate demand effectively, resulting in limited willingness to lower prices, so spot prices have stayed in a narrow trading range. This week (October 19), spot prices of 512Gb TLC wafers dropped by 1.28%, with average quotations arriving at US$18.592.
Impact and signal
High impactImpact score: 97/100
Affected components and suppliers
NAND 512Gb TLC wafers
NANDspot market512Gb TLCmodule houseshigh inventoryprice dip
Source and time
Source: TrendForce Official (Market Data) · 10/20/2026 · View original source
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