No one is exempt from the ongoing memory crisis.
According to communications from Transcend, a prominent Taiwanese memory manufacturer, they have not received any new NAND Flash shipments since at least October, a period marking a noticeable escalation in pricing.
Samsung and Sandisk, significant suppliers of NAND Flash, have postponed their latest shipment yet again, leading to a considerable adjustment in Transcend’s Q4 chip allocation.
“The situation worsened in Q4 due to increased demand from large data centers and hyperscalers driven by major cloud service providers’ expansion plans. All major chip manufacturers are prioritizing supply for these customers, which has led to price increases and extremely…
Long story short, expect SSD pricing to increase in the upcoming weeks. This document reflects similar reasons outlined in previous discussions about the ongoing memory price challenges, where the influence of AI’s expanding requirements cannot be overlooked.
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- ‘Not only RAM—SSDs may also see significant price hikes, leading us down a troublesome path.’
- ‘Flash storage prices have doubled recently according to experts from Phison.’
The issues surrounding memory components are expected to continue, affecting various segments of the tech industry.
