The memory module manufacturer revealed that currently NAND is far more out of stock than before. Inventory in the hands of many peers can only last until the first quarter of 2026. Starting in March, some manufacturers are out of stock and can be delivered, and being out of stock after the second quarter will become a complete phenomenon. NAND prices are rising too fast. The NAND price list recently issued by Micron has risen close to 50% per month. The module manufacturer is worried that the original manufacturer will adjust the price again before shipment, causing the cost to be reversed; they can only accept orders using the Open Order method.

The memory module manufacturer revealed that currently NAND is far more out of stock than before. Inventory in the hands of many peers can only last until the first quarter of 2026. Starting in March, some manufacturers are out of stock and can be delivered, and being out of stock after the second quarter will become a complete phenomenon. NAND prices are rising too fast. The NAND price list recently issued by Micron has risen close to 50% per month. The module manufacturer is worried that the original manufacturer will adjust the price again before shipment, causing the cost to be reversed; they can only accept orders using the Open Order method.