NuAxiSemiconductor trade intelligence
NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — 'severe undersupply' threatens everyday electronics
What happened
TrendForce reports contract prices for NOR Flash and SLC NAND rose over 100% in H1 2026, with SLC NAND expected to climb another 120%-170% in H2. Morgan Stanley and JPMorgan warn of severe supply shortages as capacity is reallocated to higher-margin chips.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
NOR FlashSLC NAND
shortageprice-hikecapacity-routing
Source and time
Source: Tom's Hardware · 9/18/2026 · View original source
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