September 16, 2025 /SemiMedia/ — The global memory market is signaling a new wave of price increases, with NAND flash and DRAM expected to see sharp hikes amid tightening supply. Industry sources said NAND flash prices could rise by as much as 30% in the coming months.

Western Digital’s SanDisk unit recently raised NAND prices by 10%, triggering similar actions across the industry. Micron has suspended all NAND and DRAM quotations for one week, canceling existing agreements, while Phison has paused price updates pending supplier guidance. Analysts believe Micron’s adjustments could exceed SanDisk’s initial hike, ranging between 10% and 30%.

The impact is spreading beyond NAND. Market participants said Micron has also informed customers that pricing for DDR4, DDR5, LPDDR4 and LPDDR5 will be suspended. Analysts forecast DRAM prices will rise at least 10%, with certain automotive applications potentially facing increases of up to 70%.

Supply chain data shows DDR4 shortages are driving upward momentum, while DDR5 continues to climb steadily. Analysts expect traditional seasonal slowdowns in late 2025 will be replaced by persistent price pressure, driven by hyperscale cloud firms ramping investment in AI ASICs and infrastructure. By 2026, this demand surge is expected to sharply lift server NAND consumption, exacerbating supply constraints into the second half of next year.