Data: NAND Market Report Q2 2025
2 Min Read June 3, 2025
Stay ahead in the NAND market—get TechInsights’ quarterly report with a 6-year forecast, pricing trends, supplier insights, and the impact of AI and China’s memory strategy.
This quarterly report meticulously analyzes the complex NAND market and includes a 6-year forecast with historical data back to 2015. It maps historical and forecasted supply and demand dynamics across datacenter SSDs, mobile eMMC and UFS, PC and gaming SSDs, and automotive storage, among others. Critical factors—such as supplier manufacturing capacities and utilization rates, technology roadmaps, and capex—are highlighted. The report also explores pricing trends, market shares, NAND supplier financial performance, China’s memory ambitions, and demand fluctuations influenced by consumer electronics cycles, enterprise IT investments, and emerging drivers like artificial intelligence.
This report is an essential resource for manufacturers, investors, and analysts navigating this complex and rapidly evolving sector. Highlights for this release: - Added blended pricing by NAND technology for MLC, TLC, and QLC to 'NAND Prices' sheet - Increased YMTC production based on higher wafer production assumptions, including Wuhan Fab 3 ramp up - Significantly modified accelerated data center forecast to more closely align with GPU/processor and AI analyst teams and simplify training vs. inference assumptions".
