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(Image credit: Getty Images) At the risk of sounding like a broken record: if there's any computing or computing-adjacent device you're thinking of buying, better do it now. The latest development in the story of AI-driven shortages comes from Transcend, which has just let its resellers know that manufacturing of its wares will be delayed due to shortages at upstream suppliers stemming from the ongoing AI datacenter boom.
In a letter sent to its customers on Tuesday, Transcend said that SanDisk and Samsung, both of whom supply the requisite NAND flash chips, have delayed their deliveries a second time. In turn, that means that Transcend hasn't gotten any chip deliveries since October and consequently its Q4 2025 allocation of chips has been further reduced.
Predictably, Transcend listed the usual reasons for the situation, stating that "the market is experiencing a serious shortage of both DRAM and NAND Flash". The Taiwanese maker notes that the situation is particularly dire in this quarter, "due to growing demand from large data centers and hyperscalers." The company even says the quiet part out loud: "all major chip makers are prioritizing those customers first".
Adata chairman says AI datacenters are gobbling up hard drives, SSDs, and DRAM alike
SanDisk reportedly jacks up flash prices by 50% as memory makers cash in on AI-fueled demand
HDDs on backorder for two years as AI datacenters trigger shortage
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/ai-boom-forces-delays-on-transcend-ssds-sd-cards-and-flash-drives-sandisk-and-samsung-short-on-supplying-nand-chips#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.