NAND flash shortages are causing a significant disruption in the storage market, with SSD prices expected to nearly quadruple between 2025 and 2026. This price increase will revert per-gigabyte costs to 2018 levels. The primary driver of this shortage is the immense demand for high-capacity storage for AI and enterprise applications, which is diverting supply away from consumer electronics. AI
IMPACT Accelerated demand for AI training and inference hardware is straining supply chains, leading to increased costs for all storage solutions.
RANK_REASON Significant market shock due to supply chain constraints impacting a key hardware component. [lever_c_demoted from significant: ic=1 ai=0.7]
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