At the beginning of 2026, the solid-state drive market ushered in a surge, and the prices of SanDisk's entire series of SSDs soared sharply, with the highest increase approaching three times. in,The price of the Western Digital black disk SN8100 8TB model exceeds US$2,500 (18,999 yuan in the National Bank). This price is enough to assemble a high-end gaming PC equipped with a Core Ultra 9 processor and a GeForce RTX 5080 graphics card, which makes consumers feel miserable.
As a world-renowned SSD manufacturer, SanDisk's price increase covers the entire product line, not just high-end models. According to U.S. retailer price tracking data,SanDisk’s official online store has fully implemented the new prices, with some products selling for nearly three times the normal retail price. The flagship WD Black SN8100 series has the most significant increase, up to 2.5 times the original price, and the newly added 8TB version is priced at a new high.
Mid-range, high-end and cost-effective product lines were not spared. The price increase of the WD Black SN7100 series ranges from 2.1 times to 2.9 times, depending on the capacity; the cost-effective WD Blue SN5100 series also increases by 2 times to 2.8 times, completely breaking consumers' expectations of choosing entry-level models to avoid price increases.
The core reason for this price increase is the shortage of NAND flash memory. As the artificial intelligence industry booms, data centers continue to expand, and memory demand surges, chip manufacturers have prioritized the production of enterprise-level products and reduced the production capacity of consumer-level products. TrendForce data shows that NAND Flash contract prices are expected to rise by 33-38% in the first quarter of 2026, and the gap between supply and demand continues to expand.
Under the shortage crisis, SanDisk's performance is outstanding. Its revenue in the second quarter of 2025 reached US$3.03 billion, a year-on-year increase of 61%, far exceeding expectations. Among them, the data center business grew strongly, with an increase of 64%, and revenue of US$440 million; edge computing and consumer business revenue were US$1.678 billion and US$907 million respectively.
For ordinary consumers, consumer-grade SSD prices may not fall back in the short term, and installation costs will remain high.
