Tight NAND supply is expected to extend into 2026 as suppliers prioritize eSSDs, limiting volume for consumer OEMs. Rising prices are pressuring margins and driving lower-capacity SSD adoption, posing downside risk to 2026 bit demand.
OM143780
Email Article
All set! This article has been sent to my@email.address.
All fields are required. For multiple recipients, separate email addresses with a semicolon.
Please Note: Only individuals with an active subscription will be able to access the full article. All other readers will be directed to the abstract and would need to subscribe.
NAND Market Tracker – 4Q25 Database with 3Q25 Results
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Omdia Recommends
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
NAND Market Tracker – 3Q25 Database with 2Q25 Results
Data / 29 Sep 2025 / Claire Wen
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.
UPGRADE
An error occured. Please try again later
You are now following this Analyst
You unfollowed this Analyst
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.
More Content By Claire Wen
Become A Client
Find out more about our full suite of products and solutions.
Become A ClientYou must sign in to use this functionality
Authentication.SignIn.HeadSignInHeader
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Omdia Recommends
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Thank you
Our expert analysts will review your question and the Ask an Analyst team will get back to you. We aim to respond within 24 hours, but we’re often quicker.
Ask an Analyst
Our team of experts are here to answer your questions. From advice on market trends to a query on research point, and everything in between, we want to hear from you.
Ask an analyst is available as part of a subscription. If you'd like access, contact us today.