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참조 260317_kiwoom_semibat_15817

stub 2026-03-17

eMMC shortage sends NAND prices soaring, with further gains ahead Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for MLC NAND doubled in the first quarter of 2026 and could double again in the second quarter, as any newly released capacity is quickly absorbed by customers amid persistent shortages.

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분할된 노트

  • [[260317_eMMC_공급_부족이_NAND_가격_급등_촉발]]
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