AI chip boom is squeezing NOR Flash and SLC NAND supply

Manufacturers are routing NOR Flash and SLC NAND production capacity toward more profitable AI-related chips, creating what suppliers describe as a 'severe undersupply' of these older memory types used in everyday electronics.

Why it matters: This is a concrete example of the AI buildout's ripple effects on the broader electronics supply chain, the same dynamic already visible in data center power constraints and now hitting component types most consumers have never heard of but that go into routine devices like appliances and cars.