The global memory shortage is now hitting consumer products, and Sony is one of the latest to feel the impact.

The company has suspended orders for CFexpress Type A, CFexpress Type B, and SD memory cards starting March 27, 2026. The decision applies to both authorized dealers and direct customers through the Sony Store. In a notice published on its Japanese website, Sony said the move is due to a global shortage of semiconductors, specifically memory, which has made it difficult to meet demand.

Sony added that it does not have a timeline for when orders will resume. The company said it will monitor supply conditions and announce updates later. While some low-end SD cards may still be in production, most of its memory card lineup is affected. For now, existing retail stock may be the last available units for some time.

This situation points to a broader change happening in the semiconductor industry. Memory makers are now focusing more on higher-margin products like high-bandwidth memory and server-grade DRAM, which are widely used in AI data centers. As a result, there’s less supply available for consumer NAND flash and standard DRAM.

The impact is already visible across the market. Western Digital said earlier this year that it had sold out its entire hard drive supply for 2026, months in advance. NAND producers are also facing tight capacity, with much of their output locked into long-term contracts with cloud providers and AI firms.

Prices are rising as a result. Both NAND flash and DRAM have seen sharp increases, with some reports pointing to price jumps of up to 50 percent in a short period. PC makers and hardware vendors have started passing these costs on to consumers. Sony’s move also comes alongside price hikes for its PlayStation consoles, suggesting broader pressure on its supply chain.

With AI infrastructure demand still growing, the memory shortage is expected to continue, affecting everything from data centers to everyday storage products.

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