Major NAND memory manufacturers are aiming to increase profitability amid the artificial intelligence boom, reallocating resources to more profitable areas. According to Chosun Biz, Samsung and SK hynix are considering reducing NAND production volumes, including chips for SSDs.
According to the source, the current high demand for DRAM makes this area more attractive in terms of margins. As a result, Samsung and SK hynix have already lowered their NAND production forecasts for the current year. Although the AI sector is unlikely to experience a shortage in the short term, the consumer market may face consequences in the near future.
Notably, news of a possible production cut comes amid the growing role of NAND in AI infrastructure. Following the announcement of the NVIDIA ICMS platform, focused on expanding KV-cache for agent AI systems and storing vast amounts of contextual data, demand for NAND has increased significantly. The future Rubin platform is expected to consume a significant portion of global NAND production: rack solutions alone may require up to 115.2 million TB of flash memory by 2027, creating additional pressure on supply chains.