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“The retail SSD market has almost disappeared.”
That’s according to Silicon Motion (SMI) vice president Nelson Duann, who told Tom’s Hardware the memory shortage is pushing PC makers to buy third-party SSDs, while saying suppliers expect it will get worse in 2027: > The controllers we sell to module makers are now largely ending up in SSDs that are shipped to PC OEMs. The reason is that OEMs cannot obtain enough NAND directly from memory manufacturers, so they are increasingly sourcing SSDs from module makers instead.
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tomshardware.com
SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers…
But NAND supply for client devices may not improve for years.
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'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply…
But developers of SSD controllers still benefit from the situation.
