集邦咨询：预估三季度NAND Flash平均合约价季增5%至10%

Core Insights - The NAND Flash market has shown significant improvement in supply-demand balance following production cuts and inventory reduction in the first half of 2025 [1] - Manufacturers are shifting production capacity towards high-margin products, leading to a reduction in market supply [1] - Increased investments in AI by companies and substantial shipments of NVIDIA's new Blackwell chips are driving demand [1] - NAND Flash average contract prices are expected to rise by 5% to 10% in Q3, although eMMC and UFS products may see lower price increases due to uncertain smartphone outlook for the second half of the year [1]