TrendForce expects NOR Flash supply and demand to remain imbalanced in the second half of 2026 as AI-related products absorb a substantial share of production capacity, with prices for high-capacity products poised for 90–110% increases
TrendForce measured the expected increase in prices for high-capacity NOR Flash products. TrendForce expects prices for these products to rise another 90–110% in 2H26.
Verified 2026-11-02
Track with InsiderWhy it matters
Even small, cheap memory chips are getting scarce as AI servers soak up capacity, which lifts margins for niche suppliers and raises costs for carmakers and device makers.
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