SLC NAND rose 130-150% in 1H26 and TrendForce's headline NAND number still said 10-15%
TrendForce published two NAND numbers 18 days apart in 2026: 10-15% QoQ for 3Q26, and 70-75% for SLC NAND across 2H26. Budget an industrial BOM off the first and you are wrong by five times.
Manu Shukla