NAND flash prices are likely to drop due to oversupply, which is affecting memory chipmakers' production strategies and influencing lower-than-expected demand from PC and smartphone producers. TrendForce indicates a significant growth forecast adjustment from 30% down to 10-15% for 2025 as manufacturers implement production cuts to manage supply growth. Experts believe prices will likely remain weak into the first half of 2025 but may recover in the latter half with increasing demand for SSDs, particularly due to AI servers.
NAND flash manufacturers have adopted more decisive production cuts, scaling back full-year output to curb bit supply growth, designed to alleviate market imbalances.
Vendors are currently working tirelessly to discipline supply, which will lead to prices recovering in the second half of 2025, driven by AI demand for SSDs.
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