Collective consultation: Driven by the spill-over effect of the popularity of QLC products, it is expected that the price of NAND Flash in the fourth quarter will increase by 5-10%.

Wisdom Financial APP learned that, according to TrendForce research, due to the overconsumption of consumer market demand in the first half of the year, the peak season in the second half of the year did not perform as expected, and the market was originally expected to enter consolidation in the fourth quarter of 2025. However, a shortage of HDD supply and lengthy lead times have caused CSPs (cloud service providers) to quickly shift storage demand towards QLC Enterprise SSDs. This has led to a large influx of urgent orders in the short term, causing significant market fluctuations. Meanwhile, SanDisk was the first to announce a 10% price increase, and Micron has temporarily stopped quoting prices due to considerations of price and capacity allocation, causing the supply side atmosphere to shift from conservative to positive. As a result of this overflow effect, it is estimated that contract prices for various NAND Flash products in the fourth quarter will increase across the board, with an average increase of 5-10%.