🎮 Silicon Motion says 'the retail SSD market has almost disappeared' as NAND shifts towards AI servers and OEMs scoop up the drives that usually sit in our gami
The retail market for Solid State Drives (SSDs) has significantly diminished, according to a Silicon Motion executive. This decline is attributed to memory manufacturers prioritizing NAND flash supply for AI servers, leading to reduced availability for consumer applications. Consequently, PC Original Equipment Manufacturers (OEMs) are increasingly sourcing SSDs from module makers to meet their production needs, shifting the focus of these module makers away from the retail sector. AI
IMPACT Shift in NAND flash supply chain impacts consumer SSD availability and pricing.