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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
TrendForce reports that due to weak demand from the largest buyer, module houses, combined with persistently high inventory levels, trading volume in the NAND spot market has remained sluggish. Sellers believe price cuts may not stimulate demand effectively, resulting in limited willingness to lower prices, so spot prices have stayed in a narrow trading range with no significant fluctuations. Spot prices of 512Gb TLC wafers dropped by 1.28% this week (October 19), with average quotations arriving at US$18.592.
Impact and signal
High impactImpact score: 96/100
Affected components and suppliers
512Gb TLC wafers
NANDspot priceTLCwafermodule houseshigh inventory
Source and time
Source: TrendForce Official (Market Data) · 10/28/2026 · View original source
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