NAND Prices Double as Phison Says 2026 Supply Is Sold Out

Overview

• Prices for 1‑Tbit TLC NAND jumped from $4.80 in July to $10.70 in November, with overall market pricing roughly doubling in six months.
• Phison reports many manufacturers are effectively sold out through 2026 and says it locked most of its own 2026 supply via long‑term deals with six suppliers.
• The company is steering limited inventory to higher‑margin enterprise and industrial buyers and expects enterprise SSDs to account for 20–30% of revenue by 2026.
• Q3 results show strong momentum: revenue reached NT$18.14 billion with a 32.4% gross margin, October revenue rose 90% year over year, and PCIe SSD controller shipments climbed 280%.
• ASPs for TLC NAND are reported up 50–75% in recent months, pointing to higher consumer SSD prices as data centers adopt SSDs for AI model storage and low‑latency inference.