TrendForce Forecasts High-Capacity NOR Flash Prices Could Double by 2H 2026

TrendForce reports that high-capacity NOR Flash memory prices could surge by 90% to 110% in the second half of 2026. This price spike is driven by limited capacity expansion combined with surging demand from AI servers and aerospace communications. As AI servers require multiple Retimer chips—each paired with NOR Flash for fast code execution—supply shortages could increase hardware costs across the AI infrastructure supply chain. The situation highlights how specialized semiconductor bottlenecks can ripple through expanding tech sectors like aerospace and autonomous vehicles. Although suppliers are increasing capital expenditures, lead times for process node shrinks, yield ramping, and customer qualification prevent immediate capacity relief. Beyond traditional automotive ADAS and industrial controls, AI servers using multiple signal-cleaning Retimers are becoming the primary driver for high-capacity NOR demand.