this post was submitted on 03 Apr 2026
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  • Similar to RAM (DRAM) prices for system memory, SSDs are now plotting an actually worse price increase trajectory by time vs spot price, and we expect contract prices will trail
  • Currently, data centers and "AI" are driving the demand for SSDs to be deployed in server solutions worldwide, which reduces consumer demand
  • Some SSD NAND suppliers are reducing their production capacity despite high demand
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[–] EncryptKeeper@lemmy.world 8 points 11 hours ago (1 children)

Except they’re not ramping up production. On the contrary they’re reducing production in places.

There will be no glut of surplus supply resulting in cheap prices because the hardware companies making the hardware for AI are the only ones actually profiting off the industry and they don’t want to be the ones left holding the bag when the bubble bursts.

[–] merc@sh.itjust.works 1 points 11 hours ago (1 children)

they’re reducing production in places.

Really? Where have you seen that reported?

[–] EncryptKeeper@lemmy.world 7 points 10 hours ago* (last edited 10 hours ago) (1 children)

The article you’re currently commenting on.

some manufacturers intentionally cutting output amidst the increasing SSD shortage in order to protect their profitability

[–] merc@sh.itjust.works 2 points 9 hours ago

Wonderful. DRAM and NAND flash companies are a cartel and are able to make their prices absurd by cutting supply when demand is high.