Sandisk increased its contract pricing for NAND Flash memory by 50 percent during November to reflect shifting market conditions, according to DigiTimes. The adjustment prompted several module manufacturers, including Transcend, Innodisk, and Apacer Technology to temporarily suspend shipments while reassessing pricing strategies and customer obligations. Transcend halted new quotations and outgoing deliveries beginning on November 7, with company officials anticipating the supply shortage will continue for an extended duration before prices stabilize.
Memory product manufacturers have experienced substantial financial gains from heightened demand driven by artificial intelligence applications and data storage requirements. Transcend recorded consolidated revenue of 4.11 billion New Taiwan dollars during the third quarter of 2025, representing a 63 percent annual increase, while Innodisk achieved 3.8 billion New Taiwan dollars in revenue with a 64 percent yearly rise. Phison chief executive Pua Khein-Seng indicated the shortage could persist for up to ten years, noting that capital investment shifted toward high-bandwidth memory around 2023 as cloud operations transitioned from model training to inference workloads requiring substantial ongoing NAND Flash capacity.
Memory product manufacturers have experienced substantial financial gains from heightened demand driven by artificial intelligence applications and data storage requirements. Transcend recorded consolidated revenue of 4.11 billion New Taiwan dollars during the third quarter of 2025, representing a 63 percent annual increase, while Innodisk achieved 3.8 billion New Taiwan dollars in revenue with a 64 percent yearly rise. Phison chief executive Pua Khein-Seng indicated the shortage could persist for up to ten years, noting that capital investment shifted toward high-bandwidth memory around 2023 as cloud operations transitioned from model training to inference workloads requiring substantial ongoing NAND Flash capacity.
