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SanDisk Hikes Prices Amid AI Demand; Apple Faces Costs

11/9/2025

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Summary

Story summary

SanDisk increased its NAND flash contract prices by 50% for November due to high demand from AI data centers and limited wafer supply.
Module makers like Transcend paused shipments, expecting further price hikes, despite reporting a 27% revenue increase in Q3 2025.
Taiwan Semiconductor Manufacturing Company raised prices for chips below 5 nanometers, affecting Apple, which may raise iPhone prices or delay the iPhone 18 release.
DRAM prices surged 171.8% year-over-year, contributing to cost pressures for Apple.

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Story summary

SanDisk increased its NAND flash contract prices by 50% for November due to high demand from AI data centers and limited wafer supply.
Module makers like Transcend paused shipments, expecting further price hikes, despite reporting a 27% revenue increase in Q3 2025.
Taiwan Semiconductor Manufacturing Company raised prices for chips below 5 nanometers, affecting Apple, which may raise iPhone prices or delay the iPhone 18 release.
DRAM prices surged 171.8% year-over-year, contributing to cost pressures for Apple.