SanDisk and Phison suspended NAND flash pricing following a major earthquake in Japan on April 20. The epicenter occurred near manufacturing facilities owned by Kioxia, SanDisk’s primary joint venture partner.
This suspension coincides with an AI-driven supercycle and record demand for data center memory. SanDisk relies on the Kioxia partnership for a significant portion of its production capacity.
The pricing freeze signals potential supply chain disruptions and increased market volatility. Analysts are currently assessing the physical damage to Kioxia’s manufacturing infrastructure.