[SMM Tin Express] Transcend: Samsung and SanDisk Delayed Shipments Again, No New Chips Received Since October

Published: Dec 5, 2025 13:32

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Amid the AI boom, supplies of certain AI chip modules have become tight. Storage producer Transcend informed its customers in a letter dated December 2 that it had again received notifications from two major NAND flash suppliers, Samsung and SanDisk, regarding delayed shipments. The company also stated that it had not received any new chips since October, and its chip allocation for the current quarter was significantly reduced. Transcend explained that major cloud service providers are expanding their data center deployments, driving up chip demand, while key producers are prioritizing supplies for certain customers, worsening market availability and stimulating price increases. Due to the sharp decline in NAND flash supply, Transcend mentioned in the letter that costs surged by 50% to 100% last week, and the upward price trend continues, describing the increase as quite unusual. Supply is also expected to decrease significantly over the next two to three weeks.

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