Silicon Motion has seen a significant increase in SSD controller sales, driven by demand for high-end PCIe 4.0, 5.0, UFS 3.1, and eMMC 4.1 controllers, particularly from the data center sector. Despite this revenue growth, the company anticipates that NAND memory shortages will worsen, especially for consumer applications, with 2027 projected to be the most challenging year for supply. This imbalance is expected to lead NAND suppliers to prioritize the data center market, potentially impacting the availability and capacity of consumer-grade SSDs. AI
IMPACT Worsening NAND shortages could impact the cost and availability of storage for AI infrastructure and consumer devices.
RANK_REASON Company reports on current sales and future supply chain outlook for a key hardware component.
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