T0@st
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An anonymous industry source has divulged a grim set of near-future circumstances to Tom's Hardware—they believe that "NAND packages consisting of four and eight NAND devices are already in short supply," thus causing an expected "skyrocketing" of prices within higher-capacity consumer SSD product lines. This sharp climb could happen within the first quarter of 2024, and the article outlines early warning signs—"price upticks are starting to show in retail already" as documented in graphs generated by CamelCamelCamel for a sampling consisting of three 2 TB NVMe models (Samsung 990 Pro, CORSAIR MP600 PRO LPX & Team Group MP44). Their analysis of this situation continued: "A single-sided SSD in an M.2-2280 form factor can carry four 3D NAND packages. Modern 2 TB and 4 TB drives in this form factor tend to use packages consisting of four or eight 3D NAND devices to ensure high performance. There is already a shortage of these packages today as SSD makers are struggling to find adequate supply."
Late summer going into the autumn of 2023 presented a great time to pick up SSD bargains, since manufacturers had flooded the market with far too much stock (following an oversupply of NAND units). The unnamed source believes that it could take two to three months for early 2024 NAND shortages to cause large ripple effects within consumer and enterprise markets. A January 9-dated TrendForce report proposes that NAND Flash contract prices are set to rise by 15 to 20% in Q1Y24, although Tom's Hardware reckons that this "acceptance of new rates is more likely among notebook makers." TrendForce anticipates enterprise SSD contract pricing to increase by roughly 18% - 23% within the first quarter of 2024.
View at TechPowerUp Main Site | Source
Late summer going into the autumn of 2023 presented a great time to pick up SSD bargains, since manufacturers had flooded the market with far too much stock (following an oversupply of NAND units). The unnamed source believes that it could take two to three months for early 2024 NAND shortages to cause large ripple effects within consumer and enterprise markets. A January 9-dated TrendForce report proposes that NAND Flash contract prices are set to rise by 15 to 20% in Q1Y24, although Tom's Hardware reckons that this "acceptance of new rates is more likely among notebook makers." TrendForce anticipates enterprise SSD contract pricing to increase by roughly 18% - 23% within the first quarter of 2024.
View at TechPowerUp Main Site | Source
