The dark satanic rumour mill has manufactured a hell on earth yarn claim that Samsung and SK hynix are planning to make the memory crisis worse.
NAND is about to get treated like the runt of the memory litter. Samsung and SK Hynix are reportedly looking to cut NAND production to divert resources to the “More Profitable” DRAM segment.
Chosun Biz claims both firms have lowered their NAND production forecasts for this year, because DRAM demand is stronger and the margins look tastier. The AI sector probably will not notice much, but consumers could feel it soon if SSD supply tightens.
The timing is important because NAND is getting dragged deeper into the AI supply chain. The report notes Nvidia’s ICMS platform, which focuses on expanding the KV cache to enable agentic AI systems to maintain long context logs without falling over.
Nvidia’s Rubin platform is expected to chew through a meaningful chunk of global NAND output, with rack solutions alone tipped to consume 115.2 million TB of NAND storage by 2027.
If Samsung and SK hynix are cutting output, the obvious play is pushing up contract prices to make the remaining NAND lines earn their keep. With AI heavyweights such as Nvidia, AMD and others said to have supply locked in for several quarters, the pain tends to land in the consumer aisle again.
SSD prices have jumped hard in the last few months, and the rise of agentic systems is only cranking up demand for NAND platforms. Add constrained output to that, and you get a proper “supply squeeze” with ordinary buyers stuck holding the bill.
