GigaDevice: Supply Shortage in SLC NAND Flash Products Expected to Persist for an Extended Period

36Kr learned that GigaDevice said during an institutional investor survey that the memory industry's upturn is continuing, benefiting from strong demand for memory chips driven by the rapid development of AI and related spillover effects. Major industry players are contracting or shifting capacity (exiting niche markets), and the niche memory market as a whole will remain in a state of tight supply. For NOR Flash products, prices of large-capacity products are expected to keep rising moderately for a period, while prices of small- and medium-capacity products are expected to remain stable. For SLC NAND Flash products, due to the long capacity release cycle, the supply shortage is expected to persist for a relatively long period. For niche DRAM products, after significant price increases, consumer electronics demand has been affected; although supply and demand have eased, shortages remain, overall capacity supply is still limited, and prices are expected to stay at high levels for some time. For MCU products, demand growth in sectors including industrial and energy is expected to keep prices rising moderately for a period.