AI Boom Triggers Global SSD Shortage as NAND Makers Face Year-Long Backlogs

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The AI Craze Has a New Victim — SSDs! Major manufacturers are struggling to meet demand

Story Highlight
  • A new report indicates that AI demand is causing a historic global SSD shortage.
  • Major NAND manufacturers have already backlogged by orders of more than a year.
  • The shortage could lead to an even higher increment in the SSD prices.

The AI revolution is upon us, and with it has come various challenges. Firstly, the debate about its ethical value is always ongoing, but the increased use is also leading to a shortage of PC components like storage devices. 

A new report suggests that the surging AI demand is causing a global SSD shortage. Major NAND flash manufacturers are reportedly behind on the required stock, while the stock has been booked for up to 2026 already. 

Why it matters: SSDs provide a much faster and efficient solution than HDDs. Plus, as the demand is mostly from data centers, it’s convenient as SSDs store directly on NAND Flash rather than disks like HDDs. 

Sabrent Rocket Enterprise NVMe
SSD prices could see a major rise due to a shortage from surging AI demand

With AI taking over, the global SSD demand is at its highest. Big manufacturers like Samsung, SK Hynix, and Kioxia were all operating at surplus, but are now working at full capacity. 

Higher-capacity drives will see the real shortage because those are the ones that data centers and software companies usually require. But naturally, this would mean a price hike for the general users as well. 

Samsung 990 PRO 2TB
Major manufacturers already have their stocks booked for up to a year

Earlier this year, it was reported that rising demand has increased SSD prices by 10%. However, with this in mind, things can go from bad to worse, as the shortage would mean an even higher increment in the prices. 

However, companies are now transitioning entirely to SSDs, so manufacturing is likely to increase. As they shift their focus away from HDDs, we may see a higher production of SSDs; however, a global shortage remains in place for now. 

What are your thoughts on AI causing a global SSD shortage? Let us know your opinions in the comments or join the discussion at the official Tech4Gamers Forum. 

 

 

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