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NOR Flash Next in AI-Driven Memory Crunch
After DRAM and NAND flash shortages, a supply crisis is brewing in another memory segment, and AI is the key driver behind the NOR flash supply crunch as well. Demand for NOR flash in AI servers is rising sharply; the number of NOR devices per server rack has increased to more than 30 units, up from roughly three to five previously.
Taiwan’s Commercial Times reports that in Nvidia’s GB200 NVL72 system, NOR content per rack already exceeds $600 and could reach $900 within two years. As a result, this surge is intensifying competition for NOR production capacity between embedded applications and AI servers.
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