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AI data centers exacerbate NAND shortages, impacting consumer SSDs

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.

Read on Mastodon — mastodon.social →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

AI data centers exacerbate NAND shortages, impacting consumer SSDs

COVERAGE [2]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Duann

    Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An i

    SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Du… Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer…