In November 2025, SanDisk, the leader in flash memory, significantly raised NAND flash memory contract prices by up to 50%, causing a stir in the storage supply chain. Module manufacturers such as Transcend, Innodisk, and Apacer Technology decided to suspend shipments and re-evaluate their quotes. Among them, Transcend suspended quoting and deliveries starting from November 7, stating that market conditions are expected to improve and prices may rise further.
