So, maybe this will result in the companies that make SSDs ramping up production. Maybe once the bubble bursts there will be a huge glut of SSDs and so they'll be cheap.
C'mon bubble, do your popping thing.
this post was submitted on 03 Apr 2026
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I think RAM manufacturers over increased production capacity in 2020 and got hurt by that - so maybe the industry will not adjust as flexibly this time for fear of these investments not paying off
The origins of today’s cycle, says Coughlin, go all the way back to the chip supply panic surrounding the COVID-19 pandemic. To avoid supply-chain stumbles and support the rapid shift to remote work, hyperscalers—data-center giants like Amazon, Google, and Microsoft—bought up huge inventories of memory and storage, thus boosting prices, he notes.
But then supply became more regular and data-center expansion fell off in 2022, causing memory and storage prices to plummet. This recession continued into 2023, and even resulted in big memory and storage companies such as Samsung cutting production by 50 percent to try to keep prices from going below the costs of manufacturing, says Coughlin. It was a rare and fairly desperate move, because companies typically have to run plants at full capacity just to earn back their value.
After a recovery began in late 2023, “all the memory and storage companies were very wary of increasing their production capacity again,” says Coughlin. “Thus there was little or no investment in new production capacity in 2024 and through most of 2025.”
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.
they’re reducing production in places.
Really? Where have you seen that reported?
The article you’re currently commenting on.
some manufacturers intentionally cutting output amidst the increasing SSD shortage in order to protect their profitability
Wonderful. DRAM and NAND flash companies are a cartel and are able to make their prices absurd by cutting supply when demand is high.
Holy shit, I just looked up the Samsung USB SSDs (T5, T6, T7).
T7 1TB
- $108.02 - Sept 2024
- $274.99 - Today
High demand from data centers decreases the supply for consumers, the consumer demand is unaffected.
Three steaks where I live are now 60$ from a supermarket, I think many people underestimate the general inflation of goods prices as well. When youre measuring things in dollars its going to be a bad experience, if you measure in gold or some other commodity its actually getting cheaper.
Gold is fluctuating wildly in price. It is meaningless to talk about measuring commodity prices in gold.
Unfortunately I don't get paid in gold.
No, but through a lens of your salary being debased it could be far cheaper than we perceive. If you were retired and live off an equity portfolio it would be far cheaper for you.
How good for that small percentage of people in an already small percentage of people who can afford to retire. A lot of retirees are on a fixed income, making it even worse.
even the suspicious aliexpress drives? damn
I hope datacenters are ordering pallets of 8 TB SSDs and are instead getting pallets with bricks on them.