SanDisk to double price of 3D NAND for enterprise SSDs in Q1 2026 — hyperscalers to pay top dollar for storage as AI continues to roll
Sandisk and other key suppliers of 3D NAND are projected to significantly increase prices of enterprise-grade 3D NAND memory in the coming months due to overwhelming demand from the AI sector.
Sandisk is on track to double the price of its high-capacity 3D NAND memory devices for enterprise-grade solid-state drives this quarter in anticipation of strong demand for server-class storage in the coming quarters, reports Nomura Securities (via @jukan05). It is unclear to what degree the price increase of high-capacity 3D NAND will affect quotes on mainstream flash memory used in client devices, but normally, 3D NAND for smartphones and PCs follows enterprise-grade chips as they are made at the same fabs.
"Channel checks indicate that several memory suppliers continued to push prices higher, with enterprise-grade NAND facing especially aggressive increases," a note to clients by Nomura Securities reads. "SanDisk’s NAND used in enterprise SSDs is cited as potentially rising by more than 100% quarter over quarter in the March period."
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