NAND flash prices have doubled in 6 months, jumping from $4.8 to $10.7 per chip (TLC 1Tb).


The CEO of Phison directly stated: the entire production capacity for 2026 is already sold out, and 2027 won't be any better. His exact words were "pricing apocalypse".
Why? The speed at which AI data centers are replacing nearline HDDs with SSDs has exceeded everyone's expectations. Samsung, Micron, and old Haizi control 62.9% of NAND capacity, and the new fabs won't ramp up production until the end of 2027 at the earliest.
What's even more shocking: Phison has already started cutting consumer-grade shipments, prioritizing enterprise clients. One foundry has demanded clients pay three years in advance just to secure capacity.
What does this mean? Consumer-grade SSD prices are set to rise, and not just by a little.
AI isn't just consuming GPU capacity—it's devouring the entire storage supply chain.
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