[News] Micron Freezes Prices as Inference AI Fuels Surge in SSD Demand and Supply Shortages
· Source: trendforce.com
In short
Micron has suspended pricing on all DRAM and NAND products for one week due to severe supply shortages driven by a structural shift in demand. The surge is caused by cloud giants pivoting from AI training to inference AI, which requires high-capacity storage, leading to extended lead times for high-capacity HDDs. A major investment firm forecasts a potential 2% to 8% NAND supply shortage by 2026 as AI infrastructure build-out accelerates.
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In the issue of week 37, 2025: AI-Driven Automation and Decision Systems Slash Costs, Boost Supply Chain Resilience
Tags: SSD, NAND, shortages, forecasting, automation, logistics