B · Normal
[Agency: The price trend of NOR Flash will diverge in the second half of 2026, and the growth rate of high-capacity products is expected to reach 90-110%] "Science and Technology Innovation Board Daily" reported on the 14th, according to TrendForce's latest memory industry research, the NOR Flash market is experiencing the most important supply and demand structural change in the past decade; with AI occupying the majority of production capacity, the demand for high-end applications has been upgraded, and supplier NOR The increase in Flash bit output is limited, and it is expected that supply and demand will still be out of balance in the second half of 2026. The overall contract price will remain at a high point, and the price of high-capacity products may even double. TrendForce explains that the average cumulative increase in NOR Flash contract prices in the first half of 2026 will reach 100-120%, and it is expected that the price trends of different capacity products will diverge in the second half of the year. High-capacity products of 256Mb and above have strong demand for AI servers and automotive applications. In addition, the number of new bits supplied to major manufacturers is limited. It is estimated that the average price in the second half of the year will still have room for an increase of 90-110%.
Comments