Organization: It is estimated that in Q1 of 2026, the quarter-on-quarter price increase of NAND flash memory will exceed 40%.

According to Counterpoint, NAND flash prices are expected to rise by over 40% in the current quarter based on the firm's January 2026 storage price tracking report. The surge in NAND flash prices is due to major OEMs cutting back on consumer-grade capacity to meet the increasing demand for NAND in AI servers. Additionally, Micron's decision to close down Intel's production capacity has heightened market anxiety. The transaction price for low-end 128GB PC SSDs has already increased by 50%. Analysts at the firm pointed out that the expansion plans of major NAND manufacturers are cautious and slow, with Kioxia-SanDisk's North Fab 2 wafer factory expected to have a significant impact on overall production capacity starting in the second half of this year. Therefore, NAND prices are expected to remain strong in the first half of the year.