AI boom forces delays on Transcend SSDs, SD cards and flash drives — SanDisk and Samsung short on supplying NAND chips

Transcend is facing delays in manufacturing SSDs, SD cards, and flash drives due to shortages of NAND chips from suppliers SanDisk and Samsung, caused by the AI datacenter boom. The company's supply costs have surged by 50 to 100% in a week, with expectations of continued impact for three to five months. This shortage is part of a larger trend affecting various tech components like hard drives, SSDs, RAM, and even graphics cards, leading to price increases and supply constraints across the industry. Other tech companies like Adata, TeamGroup, and Framework are also alerting customers about availability and pricing challenges.