SLC NAND flash contract prices rose an estimated 130% to 150% cumulatively in the first half of 2026 as supply tightened, according to TrendForce
TrendForce, a market research company, estimated that SLC NAND flash contract prices rose 130% to 150% cumulatively in the first half of 2026. It said major memory suppliers had prioritised higher-value products, which reduced SLC NAND supply. Industrial, automotive and networking customers also added to demand by rebuilding strategic inventories.
Verified 2026-09-19
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Tight supply of storage chips is pushing prices up, a knock-on effect of the AI build-out.
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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