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According to TrendForce Jibang Consulting's latest memory industry research, the NOR Flash market is undergoing the most important supply and demand structure transformation in the past ten years; with AI taking up most of the production capacity, the supplier's NOR Flash bit output increased limited. It is estimated that supply and demand will still be unbalanced in the second half of 2026. The overall contract price will remain high, and the price of high-capacity products may even double.
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According to TrendForce Jibang Consulting's latest memory industry research, the NOR Flash market is undergoing the most important supply and demand structure transformation in the past ten years; with AI taking up most of the production capacity, the supplier's NOR Flash bit output increased limited. It is estimated that supply and demand will still be unbalanced in the second half of 2026. The overall contract price will remain high, and the price of high-capacity products may even double.
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