this post was submitted on 19 Jun 2026
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296
'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply dries up (www.tomshardware.com)
submitted 20 hours ago by mecen@lemmy.ca to c/technology@lemmy.world
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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.

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[–] eleitl@lemmy.zip 2 points 12 hours ago (1 children)

I could certainly see a use for HBM in consumer products again (my GPU has 8 GB HBM).

[–] Jesus_666@lemmy.world 2 points 11 hours ago

It would be nice but someone would have to rip them out of existing products and put them into new ones. Theoretically possible as a (probably fairly janky) one-off product but unlikely. Still, similar products have been made.