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◆ TESSARA JULY 23, 2026 NAND flash is the tightest it has been 80 OUT OF 100 -0.2% WoW · +0.5% vs 90d Tessara supply-tightness score for NAND flash, 0 to 100. Higher means scarcer. 40 60 80 Prior peak 83 Breakout Jan '25 Mar '26 May '26 Jul '26 tessara.tech Source: Tessara world model

NAND flash is the tightest it has been

Tessara scores how scarce each input in the AI build is, from 0 to 100. NAND flash has climbed into critical territory as inference workloads pull storage demand and prices roughly doubled in six months.
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