According to Tom's Hardware, NOR Flash and SLC NAND are the latest memory products caught up in the AI buildout. Manufacturers are routing production capacity toward more lucrative chips, leaving less for these older but still widely used storage technologies.
The article warns that capacity tightening could lead to a "severe undersupply" that threatens everyday electronics. Many common devices—from embedded systems to basic storage—still depend on NOR Flash or SLC NAND, and they now face potential availability problems as suppliers prioritise higher-margin components.
No specific timelines or mitigation measures are given, but the report highlights a broader trend: AI demand is reshaping how memory production capacity is allocated, with knock-on effects for conventional components.