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Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing

AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND Flash prices remain on an upward trajectory, while Google TurboQuant is not a new compression technology. Similar to the DeepSeek effect in 2025, optimization is expected to broaden applications and lift demand. Innodisk expects its edge AI business to grow multiple-fold in 2026.