The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
The Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away
2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.
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