NAND prices are increasing, with YMTC expected to raise prices by over 10% in April, aligning with similar announcements by U.S. and South Korean manufacturers. TrendForce predicts improved market conditions in the latter half of the year due to production cuts and growing demand.

NAND prices are on the rise, with major U.S. and South Korean memory manufacturers poised to increase their prices in April. China’s largest NAND producer, YMTC, is also anticipated to follow this trend, as reported by MyDrivers. The company is expected to raise the channel procurement price of its retail brand Zhitai, likely exceeding 10%.

Before the speculation around YMTC’s price increase, U.S. companies such as Micron and SanDisk announced forthcoming price hikes, with SanDisk specifically set to elevate its prices by over 10% on April 1. Additionally, South Korean memory producers, including Samsung and SK hynix, are reportedly preparing to increase NAND wafer prices next month, in line with the global trend.

TrendForce reports that the NAND flash wafer spot market is experiencing price increases this week, with orders for lower-priced products across various capacities reflecting a robust purchasing sentiment. This situation indicates a stronger demand within the overall market.

Looking ahead, TrendForce anticipates a significant improvement in the supply-demand dynamics by the second half of the year. Contributing factors include manufacturing production cuts, reduced inventory in the smartphone sector, and increasing demand driven by AI and DeepSeek applications, which are expected to enhance market conditions.

In summary, the NAND price hike trend reflects broader market dynamics, with major players like YMTC, Micron, and Samsung poised to increase their prices significantly. Higher demand, coupled with strategic production cuts and inventory adjustments, suggests a potential stabilization in the second half of the year. The industry’s adaptation to evolving technology needs continues to shape the memory market landscape.

Original Source: www.trendforce.com

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