MU · News · 20261030N

NAND Pricing Outlook

MICRON TECHNOLOGY INC · 2026-10-30 · Importance 20 · Surprise 24

Kioxia said NAND flash average selling prices rose in the mid-20% range in the quarter ended September, slowing from a 70% increase in the prior quarter. The report said Kioxia expected nearly flat quarter-on-quarter price increases in the current quarter, signaling a sharp deceleration in NAND pricing momentum. This competitor commentary is relevant to Micron’s NAND market, though the reported pricing figures are Kioxia’s, not Micron’s.