Navigating the NAND / Flash Price Surge
DDN, December 11,2025
The AI infrastructure boom has triggered a sharp spike in the NAND flash pricing.
Flash - the foundation of SSDs and all-flash storage systems - has entered a major price upcycle, with industry reporting that prices have more than doubled in several categories since mid-2025, driven by extraordinary AI demand, constrained wafer supply, and manufacturers prioritizing higher-margin memory production.