TrendForce: High-Capacity NOR Flash Contract Prices May Rise Another 90%–110% in H2
TrendForce reports that the NOR Flash market is facing a significant supply-demand imbalance driven by AI-related demand. Despite capacity expansion efforts by suppliers like Winbond, GigaDevice, and MXIC, supply shortages for high-capacity segments are expected to persist through 2026. Contract prices for products of 256Mb and above are projected to increase by an additional 90%–110% in the second half of the year.
Summaries are written by AI from the original article. Not investment advice.