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SanDisk SSD prices at the Apple Store skyrocket up to 200% due to AI demand

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Apple has updated prices for SanDisk external SSDs in its online and physical store in recent weeks. A 4TB model that used to cost around $500 now sells for $1,200. Já the 1 TB version went from US$120 to US$360, representing a 200% increase. Essas changes occur in a context of global shortage of storage components driven by the expansion of data centers for artificial intelligence.

The increase primarily affects third-party brand products sold by Apple, such as SanDisk portable SSDs with a compact design and keychain straps. Consumidores ordinary people looking for affordable options for backup or file transfer face significantly higher prices. Profissionais who rely on external storage for large volumes of data also feel the direct impact on their budget.

High reflects shortage in NAND flash market

Semiconductor manufacturers have redirected production capacity to high-margin chips used in AI servers. Isso has reduced supply of NAND flash for consumer products such as external SSDs. The demand for high-bandwidth memory in data center projects has grown rapidly in recent months.

Companies like OpenAI and other AI infrastructure operators absorb massive volumes of components. Essa prioritization leaves less material available for retail SSDs. Preços of NAND flash rose significantly, with reports of increases of up to 50% in short periods.

Concrete examples of adjustments to SanDisk products

The 4TB SanDisk Professional PRO-G40, a popular model among Mac users, is currently priced at US$1,199.95 at the Apple store. Versões of smaller capacities follow a similar upward trend. Outros External SSDs from partner brands also have equivalent settings.

These products stand out for their high read and write speeds, compatibility with Apple devices and physical resistance. However, the current cost makes cheaper alternatives, such as traditional HDs, more viable options for those who do not require SSD performance.

Impact extends beyond Apple Store

Other online and brick-and-mortar retailers adjust prices on SanDisk and similar SSDs in response to the same supply pressure. Disponibilidade decreases across multiple platforms, with stocks sold out on specific models. Consumidores look for alternatives from competing brands, but face similar increases in the general market.

Context of the memory and storage crisis

The expansion of data centers for training and running AI models consumes memory and storage resources on an unprecedented scale. Fabricantes prioritize production of HBM and specialized chips, reducing lines for DRAM and conventional NAND. Essa relocation affects entire supply chain for consumer electronics.

Projections indicate that the situation will persist throughout 2026, with production capacity already compromised. Empresas of semiconductors negotiate long-term contracts to guarantee priority supply to corporate customers.

Alternatives for consumers in the current scenario

Users can opt for mechanical hard drives for mass storage, which maintain more stable prices for now. Soluções in the cloud gain relevance for backup, although they depend on internet connection and recurring costs. Planejamento of advance purchases helps avoid future readjustments.

Monitoring manufacturers’ and retailers’ websites allows you to identify promotions or stock restocks. Capacidades smaller SSDs still offer more affordable cost per gigabyte compared to high capacity models.

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