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Tom’s Hardware
Tom’s Hardware
Technology
Luke James

Spiralling memory spot prices could trigger 'industry cycle collapse,' report warns — NAND wafer costs surge 25% in a single month

TH Memory DigiTimes Trendforce
Micron.

Memory spot prices rose broadly in February 2026, with NAND flash wafer costs leading the way, according to DigiTimes market data compiled this month. Amidst the report of specific increases, the article warns that the increasing gap between demand and supply of memory is driving "rapid" spot price increases and procurement capital pressures, which, if continued, could lead to an "industry cycle collapse."

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