2D NAND Shortage Drives Panic Buying and Price Spike

The report says international NAND makers are gradually leaving the mature-process 2D NAND market, creating a shortage that industry sources see as difficult to resolve. The supply gap is already prompting panic buying and a sharp price increase, with DigiTimes noting that 2D NAND flash prices are rising faster than 3D NAND amid persistent scarcity. For RamTrend, this is a direct NAND pricing signal: as suppliers prioritize newer 3D NAND and exit older production, customers that still require 2D NAND may face higher costs, tighter allocation, and pressure to redesign around alternative specifications.