Overview
- Module vendors including Transcend, Innodisk and Apacer paused shipments to re-price products, with Transcend suspending quotes and deliveries starting November 7.
- Phison’s CEO described the AI-led storage upswing as unprecedented and said upstream NAND vendors have raised prices by roughly 50% to 75% while Phison shifts supply toward enterprise, industrial, embedded and ODM customers.
- SanDisk executives said demand for its NAND exceeds available supply and expect tight conditions through 2026, with data centers projected to overtake mobile as the largest NAND buyer in 2026.
- The jump far surpasses earlier research expectations for fourth-quarter contract gains of 5% to 10%, and market holders are withholding inventory, creating spot shortages.
- DRAM pricing dynamics are also in flux after Samsung paused DDR5 contract quotations on November 3, with peers following and DDR5 spot prices rising about 25% in a week.