Just finished reading the TrendForce report: MLC capacity is being eaten up by 3D NAND, and the SLC supply-and-demand gap is instantly blown wide open. This round of price hikes is set to start at 120%—edge AI and automotive electronics are total money pits.

Crypto Newsflash: TrendForce, a research institution, and latest memory price survey by TrendForce (a.k.a. TrendForce) shows that due to higher-tier 3D NAND and other high value-added products pushing out mature process capacity, MLC NAND supply is in extreme shortage. This has forced some industrial control, automotive, and networking customers to plan to switch to SLC NAND, further tightening an already tight SLC supply situation. Meanwhile, demand for SLC continues to rise from AI edge computing, data centers, and automotive electronics, causing the supply-demand gap to expand rapidly. It is estimated that in the second half of 2026, SLC contract prices will be raised by 120-170% compared with the first half, and there is no exclusion of further upward revisions.