The price surge has been dramatic. Pua noted that prices for TLC 1-terabit NAND, a common storage component, skyrocketed from US$4.80 in July 2025 to US$10.70 in November 2025. Even older, low-density MLC chips have doubled in cost.
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Average inventory turnover was 224 days. Pua said that while stock levels may decline slightly as prices rise, the reduction will be...