nand-flash memory-cards ai-data-centers supply-chain-issues

Sony halts memory card shipments due to NAND shortage

techzine.eu

March 31, 2026

2 min read

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48/100

Summary

Sony has halted shipments of CFexpress Type A, CFexpress Type B, and SDXC/SDHC memory cards due to a severe shortage of NAND flash. The shortage is attributed to high demand for NAND in expanding AI data centers, and Sony does not expect to resume orders before the end of 2027.

Key Takeaways

Sony has halted shipments of CFexpress and SD memory cards due to a severe shortage of NAND flash memory.
The NAND shortage is driven by high demand for AI data centers, which prioritize enterprise SSDs over consumer products.
Sony has not provided a timeline for resuming orders, with recovery not expected until late 2027 or 2028.
Other memory card manufacturers are likely to face similar challenges due to the ongoing NAND shortage.

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Community Sentiment

Negative

Concerns

The ongoing hardware shortages are likely to inflate prices and limit accessibility, which could hinder the growth of AI applications that rely on these components.
Concerns about AI corporations' influence on market prices suggest a potential ethical dilemma regarding the responsibility of tech companies in the current economic climate.