TrendForce: NOR Flash demand continues to grow, with average prices still expected to have 90-110% upside in the second half of the year.
Zhito Finance APP has learned that according to the latest memory industry research by TrendForce, the NOR Flash market is undergoing its most significant supply-demand structural shift in nearly a decade; with AI occupying most of the production capacity, combined with upgrading demand from high-end applications, suppliers' NOR Flash bit output growth is limited. It is estimated that supply and demand will remain imbalanced in the second half of 2026, overall contract prices will stay at high levels, and prices for high-capacity products may even double.
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