SUMMARY
The global shortage of NAND flash memory is driving up prices for memory cards and other storage devices. Angelbird founder Roman Rabitsch explains that the rise of AI has led manufacturers to prioritize High Bandwidth Memory production, reducing supply for consumer electronics. Memory fabrication plant output is largely allocated until 2029-2030. While prices may stabilize in the next 2-3 years with a potential small decrease in late 2027, significant price reductions are not anticipated for several years.
TAKEAWAYS
Memory card prices are expected to remain high for years.
AI demand diverts production from NAND flash to HBM.
Memory fabrication capacity is sold out until 2029-2030.
Significant price drops are unlikely before late 2027.