Supply and demand remains tight in 3Q25 and is expected to persist into 1H26, shaping a softer trough. Strong enterprise demand has shifted trends, adding pressure on consumer and wafer pricing.
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NAND Market Tracker – 3Q25 Database with 2Q25 Results
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The Analyst Team
Claire Wen
Follow AnalystPrincipal Analyst, Semiconductors
Claire covers NAND flash memory, including its market and competitive landscape. Her work explores how memory and compute architectures enable AI, cloud, and edge workloads. Previously, she led research on processors for AI, data centers, and 5G, including CPUs, GPUs, and ASICs. She brings a unique blend of technical and financial expertise to her analysis. Before joining OMDIA, she was an analyst at CLSA and Gartner, covering display driver ICs (DDICs) and CMOS image sensors (CIS), with a focus on AI-capable machine vision across industrial and automotive sectors. She also worked in market intelligence at LG Display and AU Optronics. Claire holds an MBA from UC Berkeley and a bachelor’s degree in information management from National Sun Yat-Sen University, Taiwan.
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