NuAxiSemiconductor trade intelligence
eMMC shortage sends NAND prices soaring, with further gains ahead
What happened
Contract prices for MLC NAND doubled in Q1 2026 and are projected to double again in Q2 due to severe supply shortages in low-capacity eMMC. Major memory manufacturers are exiting older production nodes, and any new capacity is quickly absorbed. Bullish: Persistent supply constraints and confirmed sharp price increases signal continued upward pressure on NAND flash prices.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
eMMCSLC NANDMLC NAND
shortageprice-hikesupply-disruption
Source and time
Source: DigiTimes Asia · 3/16/2026 · View original source
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