According to TrendForce Jibang Consulting's latest memory price survey, there is an extreme shortage of MLC NAND supply due to high-value-added products such as high-rise 3D NAND crowding out production capacity in mature processes, forcing some industrial control, automotive, and Netcom customers to plan to switch to SLC NAND, which will cause the already tight SLC supply situation to become even more tight. At the same time, demand for SLC for AI edge computing, data centers, automotive electronics, etc. continues to rise, and the supply and demand gap widens dramatically. It is estimated that it will push SLC contract prices up 120-170% in the second half of 2026 compared to the first half of the year. It is not ruled out that there is room for improvement.

According to TrendForce Jibang Consulting's latest memory price survey, there is an extreme shortage of MLC NAND supply due to high-value-added products such as high-rise 3D NAND crowding out production capacity in mature processes, forcing some industrial control, automotive, and Netcom customers to plan to switch to SLC NAND, which will cause the already tight SLC supply situation to become even more tight. At the same time, demand for SLC for AI edge computing, data centers, automotive electronics, etc. continues to rise, and the supply and demand gap widens dramatically. It is estimated that it will push SLC contract prices up 120-170% in the second half of 2026 compared to the first half of the year. It is not ruled out that there is room for improvement.