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NAND Insights Q1/26

Publisher Forward Insights
Published Mar 26, 2026
SKU # GCWF21046711

Description

Pricing inflected higher in Q4/25 as inventories at NAND suppliers continued its downward trend resulting in operating margins to reach historic levels.

This report provides a forecast of the supply-demand and application drivers for NAND flash memory as well as a long-term forecast out to 2029. A detailed analysis of NAND flash suppliers’ revenues, profitability, capex, wafer capacity, technology mix and product mix is provided.

Companies mentioned in this report includes Kioxia Memory, Macronix International, Micron Technology, Powerchip, Samsung Electronics, Sandisk, SK Hynix+Solidigm, Winbond, Yangtze Memory Technology Company.

Table of Contents

NAND Flash Forecast
NAND Flash Revenue Trend
NAND Supplier Profitability
Capex
Wafer Capacity
Vendor Status
Technology Mix
Product Mix
Demand
Flash Cards
Smartphones
Tablets
Gaming Devices
eMMC/UFS
SSDs
Applications Forecast
Supply-Demand
Pricing
Summary
Excel File TOC
Revisions
Changes
Overview
NAND Supplier Operating Margin
Revenues
$ per GB
Capex
Supply-Demand
Applications
eMMC
Flash Cards
Gaming
Mobile Phone
Tablet
Wafer Capacity
Bits by Vendor
Samsung
Toshiba
Sandisk
SK Hynix+Solidigm
Intel
Powerchip
Macronix
Winbond
YMTC
ASP

Pricing

Currency Rates
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