TrendForce says vendors memory capacity plans are shifting toward HBM and high-layer 3D NAND, squeezing mature-node capacity used by NOR Flash and SLC SLC NAND. With demand stable, cumulative contract prices for both products rose over 100% in 1H 202

2026-06-16

TrendForce says vendors memory capacity plans are shifting toward HBM and high-layer 3D NAND, squeezing mature-node capacity used by NOR Flash and SLC SLC NAND. With demand stable, cumulative contract prices for both products rose over 100% in 1H 2026; suppliers have no major expansion plans, and TrendForce expects H2 prices to climb further as supply tightness persists.