Niche demand and MLC migration to drive SLC NAND prices up 120-170% in 2H26

TrendForce's recent memory pricing survey shows that more mature NAND process capacity is being shifted toward higher-value products like high-layer-count 3D NAND, leading to a significant shortage of MLC NAND supply. As a result, some industrial, automotive, and networking clients are considering switching to SLC NAND, further tightening the already limited market. Meanwhile, demand for SLC NAND continues to grow in AI edge computing, data centers, and automotive electronics, causing the supply