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Samsung intends to raise NAND prices by over 200% in 2026, starting in the second quarter, reflecting high AI demand. This demand is pushing hyperscalers to expand storage capacities essential for training AI models.

NAND flash is crucial for SSDs in servers and data centers. Other manufacturers, including SK hynix and Kioxia, are also expected to increase prices. The NAND market has seen volatility, with prices having surged 450% last year.

If prices rise, consumer SSDs may become more expensive, impacting PC manufacturers and hardware costs. Additionally, Samsung is discussing a custom AI chip with ByteDance.