NuAxiSemiconductor trade intelligence
Memory cards and flash drives prices rocket 124%, some products peak at 261% jump — increases from 2025 driven by AI chip shortage across a range of formats and capacities
What happened
Consumer-grade USB drives and memory cards have experienced a median price increase of 124% from 2025 lows to April 2026, with specific models showing hikes up to 261%. The surge is attributed to NAND flash supply constraints, as production capacity is diverted to meet AI chip demand. Bullish: Direct evidence of severe price inflation in a consumer storage segment, indicating tight NAND supply and potential for continued upward pressure on spot prices.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
NAND Flash
price-hikeshortageconsumer-storage
Source and time
Source: Tom's Hardware · 4/15/2026 · View original source
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