TrendForce sees widening NOR flash price gap as AI demand strains supply

NOR flash prices could separate sharply by capacity in the second half of 2026, according to TrendForce data reported by EE Times Asia. The report says higher-capacity products may see price increases of up to 110% as AI-related demand strains available supply. NOR flash is used for code storage and boot functions across many embedded and connected devices. A capacity-dependent price split would mean buyers of larger-density devices face a more severe cost increase than customers using lower-density parts. The forecast is an outlook rather than a completed market result, and the supplied summary does not identify the exact densities or contract-price methodology. It nevertheless signals that AI-driven component pressure may extend beyond DRAM, HBM, and NAND into the NOR flash market.