Institution: Contract prices increased by over 100% in the first half of the year; structural shortages in the second half will continue to drive up NOR Flash and SLC NAND prices

Golden Ten Data, June 16 – According to the latest memory industry research by TrendForce, as major memory manufacturers continue to allocate their production capacity toward high value-added products such as HBM and high-layer 3D NAND, this has squeezed the mature manufacturing capacity relied upon by NOR Flash and SLC NAND. However, due to stable demand, the cumulative contract prices of NOR Flash and SLC NAND in the first half of 2026 have already increased by more than 100%. As suppliers have no large-scale expansion plans, it is expected that prices for both products will continue to rise in the second half of the year amid tight supply and demand.