INFRA Signal 118
NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products
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NOR Flash and SLC NAND production are being impacted by the shift in capacity to more profitable products, leading to a severe undersupply and rising prices
The shortage of NOR Flash and SLC NAND will have a significant impact on everyday electronics, including automotive, industrial, and networking equipment, as companies struggle to find alternative suppliers and manufacturers
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
The shift in capacity to more profitable products, such as AI accelerators and data centers, is leading to a severe undersupply of NOR Flash and SLC NAND
The prices of NOR Flash and SLC NAND are rising, with contract prices increasing by over 100% in the first half of 2026
The shortage is expected to persist for at least another two years, with customers getting only 70-80% of their orders fulfilled
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What the cluster adds up to.
The shortage of NOR Flash and SLC NAND is a result of the shift in capacity to more profitable products, such as AI accelerators and data centers, which are prioritized by major manufacturers
The prices of NOR Flash and SLC NAND are rising due to the undersupply, making it difficult for companies to find alternative suppliers and manufacturers
The shortage is having a significant impact on everyday electronics, including automotive, industrial, and networking equipment, as companies struggle to find alternative suppliers and manufacturers
Written by elseif from the cluster below · checked for specifics the sources never containedTHE CLUSTER