this post was submitted on 19 Jun 2026
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'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply dries up (www.tomshardware.com)
submitted 2 months ago by mecen@lemmy.ca to c/technology@lemmy.world
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According to Duann, PC makers have to buy from SSD module makers because NAND vendors reduced allocation to the client/consumer PC market and redirected most NAND supply to data center products.

As a result, PC OEMs like Acer, Asus, Dell, and HP cannot get enough NAND or SSD supply directly from NAND manufacturers and have to turn to module makers for solid-state drives. The latter traditionally served end-users and had plenty of aftermarket products with enhanced performance and cooling, but now they increasingly serve PC makers instead.

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[–] Jesus_666@lemmy.world 0 points 2 months ago (1 children)

So while times are hard right now for home PC users, I’d expect there to be period in the near future of oversupply and cheap components.

From where? Data center equipment isn't really suitable for the home. A used SXM module on an adapter might give you reasonably affordable compute but is completely useless for graphics. Data center memory is often HBM, which you can't just transplant into your home PC. Getting an EDSFF SSD into your PC might work with an adapter but it's also going to take up a lot of space.

Plus, there have been cases in the past of companies buying up and destroying the inventory of closing data centers specifically so it doesn't end up on the market to compete with current products. That might very well repeat.

When the bubble bursts I expect to see a semi-decent supply of high-end hardware for specific use cases. If you have a space for a rack with noisy fans and a 3000 W power draw you'll be able to build a kick-ass AI inference rig for like 2000 bucks. Or a really fast file server. But I don't think there's going to be much in it for people who just want 60 FPS in current games and an SSD those games fit onto. That'll take another couple years.

I think it'll be 2030 at the earliest until we see actually interesting consumer hardware from the usual companies. Maybe China will swoop in and deliver something worthwhile in the meantime but I'm not holding my breath.

[–] kkj@lemmy.dbzer0.com 1 points 2 months ago* (last edited 2 months ago)

I've actually read that Hynix, Samsung, and Micron are refusing to ramp up production in order to avoid getting left holding the bag. They'll probably survive if that's true, but I'd expect basically zero demand for new server hardware for a couple years after the bubble pops, so we might see consumer stuff getting cheaper just because almost all new chips will come our way.