SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026 — hyperscalers to pay top dollar for storage as AI continues to roll

SanDisk is set to double the price of its 3D NAND memory devices for enterprise SSDs in Q1 2026 due to anticipated high demand for server-class storage. Nomura Securities reports that memory suppliers are increasing prices, with enterprise-grade NAND facing significant hikes, potentially over 100% quarter over quarter. The demand for AI-driven storage, particularly from hyperscalers like Nvidia with its Inference Context Memory Storage Platform, is a key driver for the price surge. While the industry produces over 800 EB of NAND annually, the increasing demand for AI systems is expected to outpace supply, leading to higher prices.