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Recently it was reported that Sandisk will increase the price of its NAND flash memory from 1 April, covering both enterprise and client products, with an overall increase of more than 10 percent. SanDisk expects the market to shift to an oversupply situation soon, and the change is related to changes in tariffs, affecting its supply capacity and increasing operating costs. In addition to SanDisk, Micron, also from the United States, intends to do the same.

According to TrendForce, Samsung and SK Hynix, which chose to cut production in the first quarter of this year, may soon follow SanDisk and Micron's lead, with industry insiders revealing that both memory giants from South Korea intend to raise the price of NAND flash, which is expected to be implemented starting next month.

Entering 2025, Samsung and SK Hynix then decisively took measures to reduce production, scaling back production throughout the year and curbing bit growth, with the first-quarter output of the two reduced by more than 10 per cent compared with the second half of 2024. As things stand, Samsung's and SK Hynix's approach has quickly mitigated the market imbalance, allowing prices to bottom out more quickly than market researchers had expected in the second quarter, which may have been a bit earlier.

As the No. 1 and No. 2 NAND flash memory vendors in the market, Samsung and SK Hynix had market shares of 33.9 percent and 20.5 percent, respectively, in the fourth quarter of 2024, implying more than half of the market, which is much higher and more impactful than Micron (13.8 percent) and SanDisk (11.4 percent). If it follows through with raising NAND flash prices, expect a market reaction soon.