Research firm TrendForce estimates SLC NAND contract prices will surge 120% to 170% in the second half of the year compared to the first half, with further upward revisions possible. Taiwan chipmakers Winbond Electronics and Macronix are major SLC NAND suppliers expected to benefit directly from this price increase.
SLC NAND contract prices are projected to surge significantly, indicating a tightening supply gap for this specific memory type and boosting profitability for key suppliers.