Chia and Server Demand Could Keep NAND Prices High for Months

TrendForce finally had some good news for enthusiasts today with its prediction that, with the notable exception of Chia and enterprise-ready SSDs, NAND flash contract prices should remain fairly stable heading into the third quarter of 2021.

The firm said that quarter-over-quarter price increases should be in the single digits for the eMMC, client SSD, and 2D NAND package (MLC) segments in 3Q21 despite increased demand for end products and COVID-related supply constraints.

TrendForce NAND price predictions 3Q21

(Image credit: TrendForce)

Some of that modesty will result from buyers drawing a line in the sand. TrendForce said that eMMC pricing, for example, “already underwent a considerable price hike that bordered on what the purchasing side considered unacceptable in 2Q21.”


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