Samsung Electronics and Kingston Technology have reportedly notified distributors of price increases of more than 10% across their solid-state drive (SSD) product lines, according to IT Home, citing supply chain sources.
The reported adjustments apply across product portfolios, with Samsung said to have already raised distributor pricing, while Kingston is expected to implement similar increases within the same timeframe.
If confirmed, the move would mark another round of price increases in recent weeks, as storage vendors respond to tighter supply conditions.
NAND constraints drive pricing pressure
The reported hikes come amid tightening NAND flash supply, as memory manufacturers continue to reallocate capacity toward higher-margin products such as DRAM and high-bandwidth memory (HBM) for artificial intelligence (AI) applications.
Industry reports suggest that NAND output has been constrained by wafer allocation adjustments and process transitions, contributing to upward pressure on contract and spot pricing in recent quarters.
Impact likely to ripple through supply chain
The immediate impact is expected to emerge at the wholesale level, as distributors begin procuring inventory at higher prices. Retail pricing is likely to follow with a lag as existing inventory is depleted, potentially leading to gradual increases in consumer SSD prices in the coming weeks.
Given the scale of the two suppliers, similar pricing moves by other vendors could follow, amplifying the effect across the broader storage market.
Article edited by Jack Wu
