According to the most recent survey conducted by TrendForce, in November 2025, the demand for NAND Flash has sustained its upward trajectory, fueled by robust demand from AI applications and a surge in enterprise SSD orders. In response to this market trend, original manufacturers have strategically reallocated their production capacities. They are giving precedence to high-end and enterprise-grade NAND Flash products, reflecting the growing preference for advanced and reliable storage solutions in the corporate sector. Simultaneously, they are swiftly scaling down production capacities for older manufacturing processes. This shift in production focus has led to a pronounced tightening of the wafer supply. As a direct consequence, contract prices for mainstream NAND Flash wafers have witnessed a substantial surge across the board in November. For various products, the average monthly price increases have ranged from a notable 20% to an extraordinary over 60%. Moreover, these price hikes have permeated all capacity segments, indicating a widespread impact on the NAND Flash market.