AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Siu Han, Taipei

Apr 14, 2026, 12:19 0

Credit: DIGITIMES

Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices have surged 4–10x, and module makers' profits are expected...

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