SUMMARY
Memory card prices are expected to continue their upward trend into 2027 and possibly beyond. This rise is attributed to memory manufacturers prioritizing the production of High Bandwidth Memory (HBM) for AI data centers, which reduces the supply of NAND flash used in memory cards and SSDs. Major manufacturers like Samsung and SanDisk forecast tighter supply and higher prices due to ongoing AI demand consuming manufacturing capacity. This shortage affects not only memory cards and SSDs but also other consumer electronics requiring fast NAND flash.
TAKEAWAYS
AI data centers are driving up demand for High Bandwidth Memory (HBM).
Reduced supply of NAND flash is leading to higher memory card prices.
Samsung predicts price increases will continue through 2027 and possibly beyond.
SanDisk also forecasts significant supply constraints due to AI client contracts.