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Articles tagged with "AI, Storage, Shortages"

Adata chairman says AI datacenters are gobbling up hard drives, SSDs, and DRAM alike — insatiable upstream demand could soon lead to consumer shortages

Adata chairman says AI datacenters are gobbling up hard drives, SSDs, and DRAM alike — insatiable upstream demand could soon lead to consumer shortages

AI datacenters are causing a surge in demand for standard DRAM memory, NAND flash for SSDs, and hard drives, leading to shortages in the consumer market. Adata chairman Simon Chen highlights the unprecedented scarcity of these components, with cloud service providers consuming most of the available supply. The shortage of hard drives is pushing customers towards SSDs, exacerbating the scarcity. Upstream suppliers have minimal inventory, impacting major players like SK hynix, Samsung, and Micron. This trend is affecting the supply chain for various consumer electronics, prompting potential buyers to act swiftly.

Tom's Hardware•
AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade

AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade

AI data centers are consuming a significant portion of the world's memory and storage supply, leading to warnings of looming shortages of NAND and DRAM. This surge in demand is causing prices for SSDs and memory to skyrocket, with some experts predicting a shortage that could last a decade. The shift in pricing is attributed to the demands of AI and hyperscalers, causing a broad supply squeeze across the industry. Memory makers are redirecting their capital expenditure towards high-margin products like HBM, leading to tight supply for mainstream products like DDR4 and TLC NAND. The market is expected to remain elevated into 2026, with enterprise buyers having priority access to limited supply.

Tom's Hardware•

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