From Startup Fortune · · 1m
NAND Flash Shortage Doubles Laptop and SSD Prices
NAND flash prices rose 55-60% in Q1 2026, doubling laptop and SSD costs.
In brief
NAND flash prices rose 55-60% in Q1 2026, doubling laptop and SSD costs. NAND flash shortages caused by AI demand have increased SSD and laptop prices by 55-60% in 2026. Originally reported by Startup Fortune.
NAND Flash Shortage Impact
NAND flash contract prices rose 55-60% in Q1 2026 according to TrendForce.
Samsung Raises Prices 100%
Samsung increased NAND contract prices by over 100% for Q1 2026 with long-term deals locked with Apple, Nvidia, and AMD.
Kioxia Production Sold Out
Kioxia sold all 2026 NAND production with 30% year-over-year price increases for existing customers.
SanDisk Locks In AI Contracts
SanDisk secured $16.5 billion in AI customer guarantees for 2027-2028 NAND output with 85% margins.
Consumer Price Increases
1-terabit TLC NAND prices rose from $4.80 in July 2025 to $10.70 in 2026.
AI Demand Drives Shortage
AI data centers are eating NAND capacity that used to go to consumer drives, causing 4-5% undersupply through 2026.
What to remember
NAND flash shortages caused by AI demand have increased SSD and laptop prices by 55-60% in 2026.
