Core Insights - The overall NAND Flash contract prices are expected to rise significantly in November 2025, with average monthly increases ranging from 20% to 60%, and 512Gb TLC chips seeing price hikes exceeding 65% [2] - The demand for NAND Flash is being driven by AI applications and strong orders for enterprise SSDs, while manufacturers prioritize capacity allocation for higher-margin products [2] - The supply situation is tightening due to the rapid reduction of older process capacities, leading to a significant increase in mainstream contract prices in November [2] NAND Flash Price Performance - The average price of 1Tb TLC chips has surged due to growing demand for enterprise SSDs and severe supply shortages [2] - The 512Gb TLC chips have experienced a price increase of over 65% in November, driven by supply constraints from the transition away from older processes and steady market demand [2] - The 256Gb TLC chips have also seen significant price growth due to declining supply from the exit of older processes [2] QLC and MLC Product Trends - The demand for enterprise-grade high-capacity products and accelerated shipments for cold storage applications have led to a noticeable tightening in QLC supply, resulting in a substantial price increase for 1Tb QLC chips in November [3] - MLC products continue to see price increases supported by demand from industrial control and consumer products [3] - TrendForce anticipates that contract prices will maintain their upward trend in December due to strong pricing power from manufacturers and ongoing tight wafer supply conditions [3]

Core Insights - The overall demand for NAND Flash in November 2025 is significantly driven by AI applications and strong orders for enterprise SSDs, leading to a substantial increase in wafer contract prices across all product categories, with average monthly increases ranging from 20% to over 60% [2][3] Group 1: NAND Flash Demand and Pricing - The demand for 1Tb TLC NAND Flash is particularly high due to the continuous growth in enterprise SSD demand, resulting in severe supply shortages and a significant price increase in November [2] - The average price of 512Gb TLC has risen over 65% in November due to supply constraints from the transition away from older process nodes and stable market demand [2] - The 256Gb TLC segment is also experiencing notable price growth due to reduced supply from the exit of older process nodes [2][3] Group 2: QLC and MLC Product Trends - The demand for high-capacity enterprise products and accelerated shipments for cold storage applications have led to a noticeable tightening of QLC supply, with the average price of 1Tb QLC also seeing a significant increase in November [3] - MLC products are supported by demand from industrial control and consumer products, leading to a continued rise in average prices [3] Group 3: Future Price Expectations - TrendForce anticipates that the strong pricing trend will continue into December due to the dominant pricing power of manufacturers and the ongoing tight wafer supply situation [3]

Core Insights - Flash memory prices have significantly increased, with the highest rise reaching 38.46% [1] Price Changes - Flash Wafer prices have seen a comprehensive increase as of November 19, with specific products experiencing notable price hikes: - 1Tb QLC increased by 25.00% to $12.50 [1] - 1Tb TLC rose by 23.81% to $13.00 [1] - 512Gb TLC surged by 38.46% to $9.00 [1] - 256Gb TLC went up by 14.58% to $5.50 [1]