'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply dries up
2026-06-19 07:05 UTC
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.
Replies (2)
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@Blackmist@feddit.uk 2026-06-19 11:47
Yeah, that’s what happens when you triple the price of everything. 2TB drives were about £100 a few years ago and now they’re close to £400. That’s a fuckin’ no from me dog.
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@Evotech@lemmy.world 2026-06-20 07:47
Very glad I got 4TB before the graph went vertical.