NAND prices face pressure as end demand freezes in 4Q26

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NAND prices face pressure as end demand freezes in 4Q26

Memory prices have surged for several consecutive quarters, leaving consumer applications grappling with cooling buying interest and weak demand. Kioxia has taken a more conservative view of the next quarter, while suppliers say demand remains but NAND prices can no longer rise, marking a turning point after roughly 18 months of gains driven by AI demand.

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