Overview
- Phison’s CEO said NAND pricing has more than doubled in six months, with 1‑Tb TLC rising from about $4.80 in July to around $10.70 in November.
- Pua reported that most manufacturers have effectively sold out their NAND production through 2026, with meaningful new capacity not expected before late 2027.
- Phison is prioritizing enterprise and industrial customers and trimming retail shipments, reporting Q3 revenue of NT$18.14 billion, a 32.4% gross margin, inventories of NT$1.02 trillion, and a 224‑day turnover.
- SanDisk lifted November contract prices by roughly 50%, and module makers including Transcend, Innodisk, and Apacer paused shipments to reassess quotations.
- Demand from AI data centers shifting workloads to SSDs is tightening supply across categories, and consumer SSD prices are expected to climb as allocation favors higher‑margin enterprise buyers.