[News] Memory Price Surge: Macronix NOR Flash Reportedly +30% in 1Q26, SanDisk NAND Up in Nov.

As the memory supersycle accelerates, the latest wave of price increases has spread from DRAM to other segments, with major suppliers reporting sold-out orders and aggressive price adjustments. Taiwan’s Macronix, according to the Economic Daily News, is said to be preparing a 30% price hike for NOR Flash in the first quarter of 2026, while SanDisk, as noted by Tom’s Hardware, has reportedly raised NAND flash contract prices by about 50% for November.

The report, citing Chairman Miin Wu, notes that Macronix is clearly feeling the tailwinds of rising demand and prices, particularly as NOR Flash sees increasing use in servers and data centers. Wu added that while the company’s mainstream product currently sits at 512Mb, demand for higher-capacity 1Gb to 2Gb NOR Flash chips is rapidly emerging, according to the Economic Daily News.

As memory bandwidth expands and data transfer speeds climb, 3D NOR technology is poised to become a key growth driver for Macronix, the report notes.

SanDisk Feels the Pinch as NAND Supply Tightens

On the other hand, as hyperscalers shift from AI training to inference workloads, NAND leader SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into 2027, according to Yahoo! Finance.

Amid tightening supply, SanDisk has reportedly raised NAND flash contract prices by about 50% for November, as noted by Tom’s Hardware. The ripple effect is already hitting module makers: as per the report, Taiwan’s Transcend has halted new quotes and shipments since early November, betting that strong market momentum will keep prices climbing.

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• [News] SanDisk: NAND Undersupply Extends Beyond 2026 as Customers Seek 2027 Supply

(Photo credit: Macronix)