Transcend halts SSD shipments as NAND memory prices rise

fontanka.ru (Russian)

Transcend halts SSD shipments due to soaring NAND memory prices, impacting product availability. The company cited a lack of NAND chips from key suppliers like Samsung and SanDisk since October, with demand from large data centers taking priority. Memory production costs have surged significantly. This shortage is expected to persist for three to five months, potentially leading to a deficit in Q4 2025 and Q1 2026, driven by increased AI-related memory consumption.


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Transcend halts SSD shipments as NAND memory prices rise | News Minimalist