TrendForce’s latest memory-industry research says the NOR Flash market is undergoing its most significant supply-demand shift in a decade. With AI consuming the bulk of production capacity and upgraded demand for high-end applications limiting suppli

2026-09-14

TrendForce’s latest memory-industry research says the NOR Flash market is undergoing its most significant supply-demand shift in a decade. With AI consuming the bulk of production capacity and upgraded demand for high-end applications limiting suppliers’ NOR Flash bit-output growth, TrendForce estimates the market will remain imbalanced into H2 2026, keeping contract prices elevated and risking up to a doubling in prices for high-capacity products.