Silicon Motion (SMI) is set to release its PCIe 6.0 SSD controller for consumer devices next year, despite ongoing NAND flash shortages. These shortages are expected to worsen in 2027 due to high demand from AI data centers, which are consuming a significant portion of the NAND supply. This has led to increased prices and reduced availability for consumer SSDs, though SMI and its competitor Phison have seen record sales of controllers due to demand from both AI infrastructure and other sectors. AI
IMPACT AI data center demand is driving NAND shortages, impacting consumer SSD availability and pricing, while also boosting controller sales for companies like Silicon Motion.
RANK_REASON Interview with an SVP of a major SSD controller company discussing market shifts and future product releases.
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- AI data centers
- NAND flash
- Nelson Duann
- PCIe 6.0
- PCIe Gen4
- PCIe Gen5
- Phison
- Silicon Motion
- Sun Microsystems
- UFS 3.1
- UFS 4.1
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