The 2026 Memory Crunch: Who Buys, Who Pays
One memory price surge, two directions. Part one: how NAND demand shifted from phones and PCs to enterprise SSDs in AI data centers. Part two: where the bill lands in consumer electronics. Built from TrendForce press releases, earnings calls and official filings, with forecasts labeled apart from realized numbers. No stock talk.
Ongoing · 2 published / 2 planned-
Which NAND Is Rising? Enterprise SSDs Climb, eMMC/UFS Gains Slow
TrendForce's 2026 outlooks keep enterprise SSD prices on an upward trend. eMMC and UFS went from the tightest supply of any NAND segment to relatively more abundant one quarter later. A NAND price headline needs a product before it means anything.
AI & TechWhich NAND Is Rising? Enterprise SSDs Climb, eMMC/UFS Gains Slow
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E Ink's Chairman Blames Memory; Shelf Labels Stay on Plan
E Ink cut its 2026 growth guidance on Aug. 13 and its chairman blamed memory prices for weaker consumer demand. Its shelf-label and signage forecast stayed at 20% to 25%. In August, Amazon raised Kindle prices by 16% to 38.5%, citing memory and storage costs.
FinanceE Ink's Chairman Blames Memory; Shelf Labels Stay on Plan
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