NAND Price Hikes Reflect Tight Supply
tengyanAI · x · 2026-07-10
The post highlights that SK Hynix's NAND average selling price surged by about 70% QoQ, indicating that current constraints are primarily on the supply side. High-density 321-layer capacity is concentrated and slow to scale, with new effective capacity typically taking around 30 months to come online, while market demand is absorbing the existing supply.
More from Infra
- HBM demand shifts: low-stack inference plans shelved, Rubin to go 12-high only — BenBajarin · 2026-10-26
- CircuitHub unveils The Grid, a factory-scale robot making PCBs in the US twice as fast as Shenzhen — garrytan · 2026-10-26
- Ubicloud publishes "Fixing Tool-Call Accuracy in vLLM" — petrusenko_max · 2026-10-26
- Meta approves nonvoting Class C shares as 2026 capex guidance hits $135B–$145B — thione · 2026-10-26
- Unsloth Ships MiniMax-M3.1-Flash Quants: 2-bit Retains 91.5% Accuracy, Runs in 150GB RAM — danielhanchen · 2026-10-26
- Engineer with thousands of fabricated devices pours cold water on photonic crystal modulator yields — jwt0625 · 2026-10-26