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Articles tagged with "NAND, Storage, AI"

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 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.

Tom's Hardware•
Kioxia's next-gen 3D NAND production gets expedited to 2026, report claims — high-capacity 332-layer BiCS10 devices to sate growing demand from AI data centers

Kioxia's next-gen 3D NAND production gets expedited to 2026, report claims — high-capacity 332-layer BiCS10 devices to sate growing demand from AI data centers

Kioxia is reportedly expediting the production of its next-generation 3D NAND memory, including the high-capacity 332-layer BiCS10 devices, to meet the increasing demand from AI data centers. The company will use different fab sites for producing BiCS9 and BiCS10 memory, with the new 332-layer BiCS10 memory expected to be in production by 2026 instead of the initially planned 2027. Both BiCS9 and BiCS10 utilize the CBA architecture and feature a 4.8 GT/s Toggle DDR 6.0 interface, targeting different applications. Kioxia's Toggle DDR 6.0 interface aims to enhance performance for both generations of 3D NAND, with BiCS10 offering lower latency and power consumption improvements.

Tom's Hardware•
NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers

NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers

NAND Flash wafer shortages in November led to a significant increase in contract prices, with prices rising over 60% across major product categories. The demand for AI workloads and enterprise SSDs continued to drive the market, with suppliers prioritizing higher-margin products and reducing mainstream wafer availability. The shortage particularly impacted TLC and QLC products, with significant price increases observed in these segments. Manufacturers are focusing on enterprise and premium products, leading to a tight market with limited wafer supply expected to persist.

Tom's Hardware•
SanDisk reportedly jacks up flash prices by 50% as memory makers cash in on AI-fueled demand

SanDisk reportedly jacks up flash prices by 50% as memory makers cash in on AI-fueled demand

SanDisk has reportedly increased its NAND flash contract prices by 50% for November, reflecting a tight memory market driven by AI data center demand and limited wafer supply. This price hike has caused disruptions in the storage supply chain, with companies like Transcend, Innodisk, and Apacer Technology pausing shipments to reassess pricing. The surge in memory prices has led to significant revenue growth and profit increases for companies like Transcend, Innodisk, and Apacer Technology. The shortage in older DDR4 products, essential for industrial and enterprise systems, has further driven up prices in the memory market. With AI continuing to drive demand for cutting-edge memory products, the memory shortage is expected to persist well into 2026.

Tom's Hardware•

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