Severe supply constraints in MLC NAND flash memory are causing manufacturers to shift orders from TLC to MLC products, with prices potentially surging by as much as 170% in the second half of the year. This shortage stems from major manufacturers reducing MLC production, persistent demand from legacy and industrial applications, and exacerbated inventory constraints due to geopolitical tensions.
MLC NAND supply is tightening due to production cuts and legacy demand, driving prices up and pressuring downstream industrial equipment makers.