AI's Hunger Reshapes Memory Market as Sony Halts Card Production

The explosive demand for NAND flash to power AI data centers is fundamentally restructuring memory supply chains, forcing manufacturers to prioritize lucrative enterprise markets over consumer products. Sony's decision to halt memory card shipments until late 2027 or 2028 signals a larger industry transition where consumer electronics makers will face persistent shortages as capacity increasingly dedicates to AI infrastructure. This consolidation mirrors Micron's earlier exit from consumer markets and illustrates how rapidly technology shifts reshape entire supply ecosystems.