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TechRadar
TechRadar
Efosa Udinmwen

'Sharp, irreversible hikes': Think RAM price surges are bad? Analysts say AI will cause SSDs' NAND components to shoot up in price permanently - with no ceiling in sight

Trendforce TechRadar
M.2 NVMe SSD Flash Drive mounted on a Mainboard/Motherboard.
  • NAND flash pricing is shifting away from short-term cycles toward structural pressure
  • TrendForce data shows inventory movements no longer dictate SSD component costs
  • Suppliers are limiting bit output growth through cautious capacity expansion strategies

NAND Flash pricing is entering a phase of sustained pressure that mirrors, and may exceed, recent DRAM market disruptions.

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