NAND Prices & Index Moves
- NAND memory prices have spiked, with some reports of gains from 10% up to 75%, tightening supply economics. - Sandisk (SNDK) was called out for a Nasdaq‑100 addition, reflecting renewed investor appetite for memory suppliers. - Rising NAND prices and index inclusion are boosting near‑term upside for select memory names amid AI memory demand ( ).
NAND flash prices are climbing fast, and Sandisk just entered the Nasdaq-100, putting the memory trade back in front of index funds and chip investors. (trendforce.com) (nasdaq.com) TrendForce said on March 31 that overall NAND flash contract prices were projected to rise 70% to 75% quarter over quarter in the second quarter of 2026. The same report said demand from artificial intelligence servers and data centers was pushing those increases across the product lineup. (trendforce.com) Its price pages show smaller but still sharp moves in other parts of the market: spot NAND prices updated April 13 were up about 8% to 10% in a session for several products, while contract prices listed for late February showed gains of roughly 21% to 34% for several MLC parts. Street prices for some solid-state drives were up 14% to 47% as of April 17. (trendforce.com) Nasdaq said on April 10 that Sandisk would join the Nasdaq-100 before the market opened on April 20, replacing Atlassian. Nasdaq said the index is tracked by more than 200 investment products with more than $600 billion in assets under management globally. (nasdaq.com) NAND is the storage memory used in solid-state drives, memory cards and phones, and the current squeeze is coming from supply being steered toward higher-margin data-center products. TrendForce said suppliers were allocating more NAND capacity to enterprise solid-state drives while consumer applications pulled back under higher costs. (trendforce.com) Sandisk is now a pure-play flash memory company again after its separation from Western Digital in February 2025, which gives investors a more direct way to bet on NAND pricing than they had when the business sat inside a broader storage company. Sandisk’s investor site lists its next fiscal third-quarter earnings report for April 30, 2026. (marketscreener.com) (investor.sandisk.com) Sandisk’s own filings show how quickly the cycle turned. The company reported January 29 that fiscal second-quarter 2026 revenue reached $3.03 billion, up 31% sequentially, with GAAP net income of $803 million. (investor.sandisk.com) The immediate test is whether these price gains hold through contract negotiations and into company results over the next few weeks. If they do, a stock newly added to a major index will be reporting into one of the strongest NAND pricing environments the market has seen in years. (trendforce.com) (investor.sandisk.com)
