Memory Card Prices Jump 124% as AI Devours NAND Supply

AI data centers hoard NAND flash chips, driving storage costs up 124% with some products tripling in price by 2025

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Al Landes Avatar

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Key Takeaways

Key Takeaways

  • Memory card prices surge 261% as AI data centers hoard NAND flash chips
  • SanDisk 2TB SD card now costs $2,000 due to supply shortage and binning
  • TrendForce predicts another 75% price increase in Q2 2026 with no relief until 2027

That 256GB microSD card you bookmarked for $18 last year? It’s now $65 — a brutal 261% price jump that makes concert ticket fees look reasonable. Memory cards and USB flash drives have exploded in price by a median of 124% year-over-year, with some products tripling in cost. This isn’t your typical tech market hiccup; it’s what happens when artificial intelligence data centers start hoarding the same NAND flash chips that power your camera’s storage.

The Price Shock Hits Every Capacity

Popular storage formats see triple-digit price increases across all major brands.

SanDisk’s Extreme Pro SDXC cards jumped 163%, while their new 2TB Extreme Pro UHS-II SD card commands a staggering $2,000 — that’s nearly a dollar per gigabyte for what used to be commodity storage. Even basic USB flash drives aren’t safe from the carnage.

According to Phison’s CEO, NAND prices have “doubled in only three months,” with Samsung raising contract prices 60% since September. Weekly surges hit 25% throughout late 2025, turning storage shopping into a high-stakes timing game.

AI Data Centers Are the Storage Villains

Machine learning operations prioritize premium chips, leaving consumers with scraps.

Here’s the technical reality crushing your wallet: AI chips data centers demand massive amounts of high-quality NAND flash storage, and manufacturers use a process called “binning” to sort chips by performance. The best chips go to lucrative enterprise AI contracts, while consumer products get whatever’s left — which isn’t much.

This supply squeeze has pushed manufacturers toward premium products only, explaining why you’ll find $2,000 SD cards but struggle to locate budget options.

No Relief Until 2027

Industry forecasts predict continued price acceleration through next year.

TrendForce projects NAND flash prices will surge another 75% in Q2 2026, with major manufacturers already sold out through the year. Your best move? Stock up on storage now before prices climb higher.

This market has completely inverted tech’s usual “cheaper every year” trajectory, creating a parallel universe where yesterday’s bargains become tomorrow’s luxury purchases. The AI boom shows no signs of slowing, which means your memory card budget needs serious recalibration.

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