Micron NAND prices jumped ~30% last quarter even as spot wafer prices fell 6% in September
tengyanAI · x · 2026-10-02
NAND markets are diverging: Micron's NAND prices rose 30% last quarter and TrendForce sees contract prices up another 15-20% in Q4 with enterprise SSD hikes accelerating, yet spot wafer prices fell 6% in September, from $20.71 to $19.40 in four weeks. Data center SSDs account for over 2/3 of Micron's NAND revenue, while module/retail buyers are increasingly unable to absorb price levels. The takeaway: data-center-centric makers keep posting big quarters while retail-exposed ones feel the spot softening first.
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