Group 1 - The supply of MLC NAND Flash is significantly contracting, primarily due to Samsung announcing the end of life (EOL) for related products by March 2025, with the last shipment expected in June 2026 [3] - Kioxia, SK hynix, and Micron's MLC production lines are mainly focused on meeting existing customer demands, lacking expansion factors [3] - A noticeable increase in demand for MLC NAND Flash has emerged since the end of Q1 2025, leading to significant price increases due to a lack of scalable production capacity [3] Group 2 - End-user demand for MLC NAND Flash remains stable, driven by industrial control, automotive electronics, medical devices, and networking, all of which have strict requirements for reliability, write endurance, and long-term supply commitments [3] - The long-term growth potential of this demand is limited, and if certain applications accelerate the adoption of enhanced TLC solutions, MLC product prices may face indirect pressure [3] - Macronix, focusing on embedded and high-reliability memory markets, is well-positioned to meet this niche demand by reducing its NOR Flash capacity to expand MLC NAND Flash supply [3] Group 3 - The move to reduce NOR Flash capacity will lead to a convergence in global NOR Flash supply, increasing supply concentration and improving the market by alleviating past price pressures caused by oversupply [4] - Future market pricing for mid-to-high capacity NOR Flash is expected to receive support from this supply-side adjustment [4]
TrendForce：预计2026年全球MLC NAND Flash产能大幅收敛 同比减少41.7%
Zhi Tong Cai Jing·2026-01-07 09:12