TAIPEI -- NAND flash prices have been increasing since April and are expected to rise further in the second half of 2016, according to DRAMeXchange.
The higher storage capacities of smartphones, coupled with the reduction in planar NAND supply due to the shift in resources to ramp up 3D NAND production, are both driving the price increases seen in the spot market over the past three months.
A recent power outage at Samsung’s 3D NAND fab in Xian, China, has also raised short-term concerns about supply shortages. Downstream module makers and distributors are concerned about tight NAND supply in the second half, despite reassurances from Samsung that supply will not be affected, Digitimes reported this week.