NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — ‘severe undersupply’ threatens everyday electronics
BNP Paribas forecasts the average NAND price will hit $279.50 per terabyte during 2026, up from $73.10 in 2025. JPMorgan expects the memory shortage to persist for at least another two years, with customers getting just …
