this post was submitted on 19 Jun 2026
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269
'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 15 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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[–] ennof@feddit.org 33 points 14 hours ago (4 children)

Can't wait for the LLM bubble to pop and have RAM and SSDs become dirt cheap for at least a short time. I believe that other AI-related applications (machine learning, visual recognition, OCR etc. for robots/drones) are more practical and have good use cases but LLM companies themselves are certainly overvalued.

[–] cynar@lemmy.world 9 points 9 hours ago (3 children)

The worst thing is, the format needed for data centres isn't compatible with home use. A lot of the ram and SSDs will just be scrapped.

[–] gnawmon@ttrpg.network 3 points 8 hours ago (1 children)

maybe we'll have powerful (and loud) home servers in the future?

[–] cynar@lemmy.world 3 points 5 hours ago

The problem is they end up built into specialised boards with ridiculous requirements, but no good for most tasks.

A few people might get one working, but I can't afford the power bill to keep one running full tilt 24/7

Think about it like trying to use mining vehicles as a car.

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