SanDisk Reportedly Lifts November NAND Prices Up to 50%, Jolting Storage Suppliers
Trade reports point to supply tightness driven by data‑center demand that vendors expect to persist through 2026.
Overview
- Digitimes, cited by IT Home, reported SanDisk raised November NAND contract prices by as much as 50%, prompting module makers to halt shipments and re‑quote.
- Transcend suspended quotations and deliveries on November 7, saying it expects market conditions to keep improving.
- On its earnings call, SanDisk said demand for NAND continues to exceed supply and forecast tightness through the 2026 calendar year, with customers shifting to longer multi‑quarter contracts.
- SanDisk management projected data centers will become the largest source of NAND demand in 2026, overtaking mobile.
- Phison’s CEO said NAND vendors have recently raised prices by about 50–75%, citing a jump in 1Tb TLC from roughly $4.8 in July to about $10.7 in early November, and said Phison is prioritizing enterprise orders and controlling new bookings.