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.