Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.
As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.
As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.