Conference Call: NAND Supply Discipline and Antitrust Risk

This timely discussion will examine how coordinated production cuts, reduced capital expenditures, and public signaling by major NAND manufacturers are contributing to a sharp supply crunch and record price increases. As NAND prices are projected to rise more than 200% between 2025 and 2026, the shortage is beginning to impact consumer electronics costs and could attract scrutiny from antitrust enforcers and private litigants.

During the call, we will explore:

• Industry-wide reductions in NAND output and capital investment since the 2022–2023 downturn
• Market concentration and the complex relationships among Micron, Samsung, SK Hynix, Kioxia, and SanDisk
• Whether AI-driven demand fully explains the current shortage
• The potential legal and regulatory risks facing the industry

We hope you can join us for what promises to be an in-depth conversation on competition dynamics in the global semiconductor market.