[News] SanDisk, Samsung Reportedly Delay NAND Delivery, Hitting Transcend with 50–100% Price Spike

With memory supply extremely tight, mid- to small-size module makers are being hit by delivery delays and sharp price spikes. A customer notice shared by tipster Jukan on X shows Transcend was abruptly informed by key NAND suppliers—SanDisk and Samsung—that upcoming shipments are being pushed back yet again. With major chipmakers prioritizing top customers, prices are surging, and Transcend was told costs jumped 50–100% in just the past week, the notice indicates.

Wealth Magazine reports—via Transcend Chairman Peter Shu—that despite Transcend’s 32-year partnership with Samsung, contract prices shifted from quarterly to monthly as Q4 began. Wealth Magazine adds that Samsung delivered no DRAM to Transcend in October and even halted November pricing. Meanwhile, Sandisk, its NAND Flash supplier, reportedly hiked November contract prices by 50% in one shot.

The latest notice indicates that with key NAND Flash suppliers SanDisk and Samsung delaying deliveries again, Transcend’s Q4 chip allocation has been sharply cut—and it hasn’t received any new shipments since October. The statement attributes the crunch to surging demand from data centers and hyperscalers, which major chipmakers are prioritizing, driving up prices and leaving supply extremely limited.

According to the notice, Transcend observes that the price uptrend is continuing in a very fast pace and abnormal percentage, with the situation expected to continue for at least the next 3 to 5 months. Thus, the company warns that its NAND Flash products—including SSDs, SD cards, and flash drives—will be affected in the rest of Q4, with longer lead times and significantly higher prices compared to Q3 and earlier.

Notably, this aligns with TrendForce’s latest research, which shows that demand for NAND Flash stayed strong in November 2025, fueled by AI applications and solid enterprise SSD orders. Meanwhile, suppliers continued to focus on capacity for high-margin enterprise and premium products, while old-node capacity was quickly phased out.

This led to a further tightening of wafer supply, causing November contract prices for mainstream wafers to rise sharply. According to TrendForce, monthly average price increases varied from 20% to over 60% across all product categories, with the surge quickly expanding to all density segments.

TrendForce reports that NAND Flash suppliers’ inventory fell sharply from 10–15 weeks in early Q3 to just 7–10 weeks at the start of Q4 2025.

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(Photo credit: Samsung)

Please note that this article cites information from Wealth Magazine and Jukan’s X.

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