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"The retail SSD market has almost disappeared" Silicon Motion says, as OEMs take what's left
During Computex 2026, Silicon Motion senior VP Nelson Duann told Tom's Hardware that NAND shortages over the past year have nearly eliminated the direct-to-consumer market for SSDs....
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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.
