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.
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