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NAND memory has flipped from afterthought to headline story in a matter of months, even as global chip sales start to cool at the edges. Recent Morgan Stanley data on November activity highlight memory — and NAND in particular — as a clear standout.
A fresh report flags that NAND contract prices are now projected to jump in early 2026 as AI data loads and hyperscaler pre‑buying run into constrained supply. That setup fits alongside forecasts that see the NAND flash market climbing toward roughly $72.6 billion by 2030, powered by SSD adoption and storage needs that keep rising faster than general chip demand.
