Kioxia & SanDisk commit JPY 5T to Japan NAND expansion. New K3 Fab targets 2029 production. Three supply chain takeaways for IT hardware buyers planning 2027–2029 sourcing.

According to a report by the Korea Herald today, market research firm Counterpoint Research stated at an online seminar that the prices of some memory products increased by more than 100% around the Lunar New Year , and the overall supply shortage will continue until the second half of 2027 .

Samsung and SK Hynix cut 2026 NAND production to boost profits, triggering price surges and supply shortages amid AI demand.

Memory supply crunch set to trigger massive price spikes ahead.