TrendForce: SLC NAND Prices Set to Jump 120–170% in H2 2026

International Tech News:

1. Samsung Electronics and Samsung Display are jointly advancing the R&D of next-generation glass interposer technology, with sample prototyping expected to be completed as early as 2026.
2. Intel will invest an additional €5 billion in its Irish plant to comprehensively expand chip production capacity.
3. Tata Consultancy Services (TCS) of India plans to build an AI engineer team of nearly 9,000 people and is seeking acquisition opportunities in the artificial intelligence field.
4. Tesla's in-vehicle chip AI5 has completed tape-out, and the project has now entered the preliminary preparation stage for mass production.
5. FORVIA Hella's first headlamp controller (ECU) fully using locally sourced chips has gone into mass production in China.
6. Tower Semiconductor plans to invest approximately $3 billion to expand its 300-mm silicon photonics device production capacity and advanced packaging capabilities in Japan.

Domestic Tech News:

1. Swancor Advanced Materials has launched its new consumer-grade embodied intelligence brand, Qiyuan Robot, with the new product – Qiyuan T1 (Transformer 1).
2. Hubei Xingchen completed a Series A financing round of over RMB 4 billion, setting the record for the largest single financing in China's advanced packaging sector in 2026.
3. Slkor (www.slkormicro.com) and Kinghelm (www.kinghelm.net) regularly hold new-employee examinations covering corporate culture, product knowledge, and company regulations, helping newcomers deeply understand the company's mission and values while enhancing team belonging.
4. Basic Semiconductor announced that from the third quarter of 2026, prices for some products will be raised by up to 25%.
5. SiEn Integration's 12-inch automotive-grade mixed-signal chip manufacturing project has broken ground, with a total investment of approximately RMB 20 billion.
6. According to a TrendForce report, driven by sustained demand for SLC NAND from data centers and automotive electronics, contract prices for SLC NAND in the second half of 2026 are estimated to rise by 120-170% compared to the first half.

Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.