NAND Flash价格迎来上涨，预计为5%-10%

Core Viewpoint - The article discusses the anticipated increase in NAND Flash prices due to major manufacturers reducing production, leading to a supply shortage that may last until 2026 [1][2]. Group 1: NAND Price Increase - NAND Flash average contract prices are expected to rise by 5% to 10% in Q3, driven by reduced production from key manufacturers like Micron and SanDisk starting in the second half of 2024 [1]. - The price surge is particularly significant for products below 512Gb, as these lower-margin products are prioritized for production cuts [2]. Group 2: Supply Chain Dynamics - Major NAND manufacturers, including Samsung, SK Hynix, Micron, Kioxia, and Western Digital, have initiated production cuts of 10% to 15% starting in the first half of 2025, contributing to the tightening supply [1]. - The overall output of NAND Flash is declining, prompting suppliers to shift focus towards higher-margin products, which is expected to result in a price increase of 8% to 13% for 3D NAND (TLC & QLC) wafers in Q3 [2].