NuAxiSemiconductor trade intelligence

Sony suspends memory card orders amid tight NAND supply

What happened

Sony has suspended orders for CFexpress Type A/B and SDXC/SDHC memory cards due to tight NAND supply. AI workloads are driving demand for enterprise SSDs over consumer memory cards, as manufacturers prioritize higher-margin enterprise business. Bullish: The shortage is expected to persist until late 2027 or 2028, keeping prices elevated.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

NAND FlashCFexpress memory cardsSD memory cards

Sony Micron

shortageprice-hikesupply-chainAI-demand

Source and time

Source: Blocks & Files · 3/30/2026 · View original source

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Sony suspends memory card orders amid tight NAND supply

What happened

Impact and signal

Affected components and suppliers

Source and time

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