NAND Flash Prices Plummet Amidst Oversupply

NAND flash prices are expected to fall due to oversupply, forcing memory chipmakers to cut production. Lower-than-expected demand from PC and smartphone manufacturers is contributing to the glut. TrendForce revised growth forecasts down to 10-15% for 2025. While prices are expected to remain weak in the first half of 2025, AI server demand for SSDs is projected to boost shipments in the second half. The market is adjusting, with experts predicting a price recovery in the latter half of the year driven by AI and the transition to advanced technologies.