Sony Halts SD Card Orders: Is a Larger Tech Disruption Looming?

• Sony has stopped accepting orders for all CFexpress and SD memory card lines, citing solid-state memory shortages and other factors.
• The decision impacts a wide range of products, including CFexpress Type A and Type B cards, and SDXC/SDHC cards.
• Ongoing NAND flash and DRAM demand, coupled with slower production, has led to resource allocation issues for consumer memory cards.
• Memory card prices have roughly tripled recently, and the halt affects even the cheapest products, indicating widespread NAND production impact.
• Helium shortage, caused by drone strikes on the Ras Laffan LNG facility, is a key factor, as helium is crucial for advanced chip manufacturing.