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Card contrasting SLC NAND at 130-150 percent in 1H26 with the headline NAND forecast of 10-15 percent QoQ for 3Q26

Engineering · Aug 25, 2026 · 12 min read

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

#NAND flash #NOR flash #memory pricing