SSD

IntegralVertex

Yes 🚀 soon, all that GPU, SSD, RAM high demand, has to make to powerful server builds to run LLMs efficiently. For sure 📈, downgrade was a huge opportunity to buy 💰

SLAMMEDGTI

You’re only thinking of the consumer sector though. Their enterprise drives can be 20tb+ of SSD storage for servers. Also with the AI build out, they are likely to sell and for much higher $ than before the NAND shortage.

gopoohgo

NVO won a battle in the fat wars, huh? Either that or has discovered that GLP1s can be used as SSD memory

ETFBro4DaWinz

SSD and RAM "shortage" just seems like good old fashioned price collusion if im honest

SuperSimpleSam

Survivorship bias. I had $5k on OCZ since they were a big SSD brand at the start. Walked away with less than $1k and they went bankrupt.

Anxious_Comparison77

There might be plays in SSD now. Bloody AI centres needs massive amounts of them for years. Then we can short them after the stocks hit sky high valuations and sales crash :)

ManicPixieeDeadGirl

Raspberry pi’s are crap and I say this as an engineer who’s bought 4 of them in the past. The price to performance is just not there. Pi’s Broadcom chips are bottom of the barrel. For most people the selling point of the Pi is its price point, but they forget that to run a Pi you also need to buy a good power supply, SSD (SD cards’s wear and tear is too unreliable), and a case with cooling fan. For the total price of a decent Pi setup, you’re much better off buying a mini PC like a Beelink S12 Pro which comes with a power supply and a hecking SSD, not to mention a proper x86 CPU. Don’t even get me started on the Pi’s graphics performance. Dual monitor 4K is complete bullshit unless you like your screens to run at 20 fps. 

Diamond-Key197

Sandisk missing, they came up along other SSD manufacturers

playstationjeans

From the International Corporation "However, this is not just a cyclical shortage driven by a mismatch in supply and demand, but a potentially permanent, strategic reallocation of the world's silicon wafer capacity. For decades, the production of DRAM and NAND Flash for smartphones and PCs was the primary driver for production. Today, that dynamic has inverted. The voracious demand for HBM by hyperscalers, such as Microsoft, Google, Meta and Amazon, has forced the three biggest memory manufacturers (Samsung Electronics, SK Hynix, and Micron Technology) to pivot their limited cleanroom space and capital expenditure towards higher margin enterprise-grade components. This is a zero-sum game: every wafer allocated to an HBM stack for an Nvidia GPU is a wafer denied to the LPDDR5X module of a mid-range smartphone or the SSD of a consumer laptop. As a result, IDC expects 2026 DRAM and NAND supply growth be below historical norms at 16% year-on-year and 17% year- on-year, respectively."

YouTube_WohltatTV

Why WDC? Their SSD Business was SanDisk...

blowgrass-smokeass

Probably not tbh. Consumer hardware goes through these cycles. Prices fall as performance normalizes, then another leap in performance drives prices way back up. It’s been this way forever. Production will meet demand for RAM and prices will fall. NVME drives are still relatively fresh, compared to the alternatives. I remember when a 4TB SATA SSD was $1000. I remember when a 4TB 7200rpm hard disk was $600. Are NVME drives inflated? Yes. Are they being rapidly adopted in a lot consumer electronics? Also yes.

YouTube_WohltatTV

Well, we have the situation that DDR5 RAM (NAND - RAM) is also unavailable or unaffordable for consumers and SSD prices Example: G.Skill Ripjaws M5 RGB schwarz UDIMM 96GB Kit, DDR5-6400, CL32-39-39-102 [https://geizhals.de/g-skill-ripjaws-m5-rgb-schwarz-dimm-kit-96gb-f5-6400j3239f48gx2-rm5rk-a3198522.html](https://geizhals.de/g-skill-ripjaws-m5-rgb-schwarz-dimm-kit-96gb-f5-6400j3239f48gx2-rm5rk-a3198522.html) Was 305 Euro in June, is now \~1000 Euro (click on **Preisentwicklung öffnen** to the price development chart). Companies like Samsung, SK Hynix amd Micron who produce RAM and SSDs, can and are likely switching production capacities from SSDs to RAM. RAM demand cannot be satisfied for 2026 (sold out) and will probably not in 2027 and 2028. Apart from RAM for training models, the AI Datacenter need storage (SSDs and HDDS) to store the data needed to training. Demand seems to continue to increase. **Example:** # Kingston DC3000ME PCIe 5.0 NVMe U.2 SSD 15.36TB, U.2 / PCIe 5.0 x4 [https://geizhals.de/kingston-dc3000me-pcie-5-0-nvme-u-2-ssd-15-36tb-sedc3000me-15t3-a3444209.html](https://geizhals.de/kingston-dc3000me-pcie-5-0-nvme-u-2-ssd-15-36tb-sedc3000me-15t3-a3444209.html) Was \~1500 Euro in August, is now 3100 Euro (click on **Preisentwicklung öffnen** to the price development chart). Even if there is no innovation in SSDs. Everybody left producing ssds will get higher margins due to excessive demand and even lower supply (Because Samsung, SK Hynix and Micron should switch NAND Production capacities from SSD to RAM due to higher margins). SSD prices are already up 100% in the last few months. If one of the SSD producers comes up with some innovation that makes SSD access equally fast vis-a-vis DDR5 RAM but at a lower price... boom. If one of the SSD-only producers manages to produce DDR as well ... boom. At the moment price increases are driven by shortage of DDR RAM. SSD Shortage is likely next if you consider the price development.

FOTW-Anton

Not looking forward to the increased SSD prices in 2026. Just when I want to upgrade my laptop lmao.

slbnoob

This is such a regarded market reaction. Literally no one is going to actually use more storage just because Nvidia created a storage solution and Jensen proclaimed this an under-served market. There is no problem to solve here that isn't already - with checkpointing or caching in local SSD. Puts on these stocks could've been a good bet except the whole market is regarded and these will continue to ride the AI wave and make you insolvent if you held puts.

Little-Butterfly-441

Micro SD and SSD

DraftShadoww

Speed’s not an issue for storage. With 400Gb Infiniband the 2026 standard and 800/1.6 quickly following, 10s thousands of GPUs can be saturated today. Memory costs, SSD costs, access to new energy sources and general supply chain slows, it’s the classic “combination of factors”. Also GPUs are still hard to come by and prices are remaining high.

Comed_Ai_n

All in on SSD plays https://preview.redd.it/jhzxyk3outbg1.png?width=1024&format=png&auto=webp&s=2eccefba880b9354c1ce278417a4748ff4a7f32d

IslandExact429

Is Jensen Huang really saying we’re going to turn an SSD into RAM?

Sow_40

Shorting RAM and SSD manufacturer in the datacenters era 😂😂. You belong here.

dont_downvote_SPECIL

Essentially Nvidia Rubin would add more SSD storage to AI infrastructure to improve model speed More SSD demand for these systems would imply even tighter supply than we have right now, further boosting SNDK’s pricing This is why SanDisk, Seagate, Western Digital, and Micron were all up big today

cuteman

This is a silly take, Apple will be able to absorb higher RAM or even HDD/SSD costs more than practically every other consumer electronics brand because of their loyal customer base, every other brand is dealing with the same thing, they have significantly more buying power than most brands, they have higher margins and rely less on hardware sales than service/ads/marketplace commissions than many.

banditcleaner2

AI bubble -> data center bubble -> space bubble -> memory/SSD bubble -> ? bubble figure out what ? is and you'll be rich

Teripid

I'm fine with a working small SSD and traditional spinny drives for more general usage on a PC. But yeah troubling to see THAT degree of price increase.

matthias_lee

why are memory and SSD makers popping up today?

Jarlaxle_rigged_it

Can't Elon just start making SSD's quick

SlfImpr

SATA SSD's aren't that much cheaper now, and they provide like 1/10th of the speed of NVMe SSD's

Kokilananda

I bought some yesterday. I was looking to buy some RAM and SSD for a NAS device I’m building and found out that the shortage is real and prices have gone through the roof.

BiblicalAss

you can always use a SATA SSD....

SlfImpr

$MU Try buying a 4TB SSD drive on Amazon now. I bought a high-quality one on Oct 1 for **$256**. The same SSD is now selling for **$479**. It is wild!! Companies are camping up in South Korea to secure memory supplies: * [https://wccftech.com/apple-executives-booking-extended-hotel-stays-to-book-dram-lta-from-samsung-and-sk-hynix/](https://wccftech.com/apple-executives-booking-extended-hotel-stays-to-book-dram-lta-from-samsung-and-sk-hynix/) * [https://wccftech.com/microsoft-execs-rage-and-google-resorts-to-firing-its-procurement-head-as-an-all-out-war-for-memory-products-breaks-out/](https://wccftech.com/microsoft-execs-rage-and-google-resorts-to-firing-its-procurement-head-as-an-all-out-war-for-memory-products-breaks-out/) * [https://www.trendforce.com/news/2026/01/06/news-samsung-sk-reportedly-hike-server-dram-prices-60-70-google-microsoft-in-the-queue/](https://www.trendforce.com/news/2026/01/06/news-samsung-sk-reportedly-hike-server-dram-prices-60-70-google-microsoft-in-the-queue/)

TreGet234

SSD and harddrive storage are next for explosive price increases due to data centers. Though i don't know if they're more important than mu's ram...

Beginning-Fig-9089

[Sandisk unveils Sandisk Optimus SSD brand at CES 2026, rebrands WD\_BLACK and WD Blue NVMe portfolio](https://www.moneycontrol.com/technology/sandisk-unveils-sandisk-optimus-ssd-brand-at-ces-2026-rebrands-wd-black-and-wd-blue-nvme-portfolio-article-13759568.html)

anotherloserhere

Yes but Micron released news on their new PCIe5 SSD memory, but SNDK is rocketing past MU

TwitchScrubing

Can anyone lemme know if this is a good SSD for my PC build? [https://howl.link/fc8rerqjd40g4](https://howl.link/fc8rerqjd40g4) trying to finish it up before prices go up more

movdqa

One of my nightmare scenarios is Intel fails on 18A and they get broken up with less support for their products going forward. AMD would have a field day in x86. On the downside, the RAM and SSD shortages and associate price hikes are dampening gamers enthusiasm for builds. We've started to see some motherboards that will use DDR4 or DDR5 or that support DDR4 so that customers can reuse the RAM in their existing system so they don't have to pay the huge prices for RAM today. AMD is still selling older generations of CPUs that helps this market but I think that the overall effect of high RAM and SSD prices will crimp the sales of their high-end CPUs. This morning I watched a video by Hardware Unboxed: How much RAM do you really need? Where they compared gaming performance on 8 GB, 16 GB, 32 GB and 64 GB. So their viewers are looking to see how little RAM they can get away with. I don't know where AMD is with AI. I only hear nVidia, nVidia, nVidia.

SlfImpr

Bro, what happened? The 4TB SSD disk I bought for $256 on October 1st is now selling for $403 (on sale). Why are all 4TB SSD disks suddenly over $400??

ComplexEntertainer13

> 1) A product is drastically superior Firefox performance issues launching Chrome into the stratosphere in just a few years for example. I never realized how bad the issue was myself early on. Because I was a super early SSD adopter. But for a few crucial years there around 2008-2012 Firefox was near unusable on a sub par PC with a HDD. And rather than Firefox continuing it's slow climb in market share from eroding IE/Edge market share. Chrome went from nothing to dominant in just 2-3 years.

movdqa

Part of it is changing product mix for higher margins but I see GPUs that are at MSRP or lower when I saw GPUs at higher than MSRP last winter and spring. Right now I see the RTX 5050 as low as $220 when they launched at $250 earlier this year and there were those being sod for up to $300. The price gouging was worse in the first half of the year while prices are reasonable right now, and, in some cases below MSRP. Apple has long-term contracts for their components but we don't know for how long. Lenovo announced that they had RAM contracted for for 2026 - I haven't heard anything about SSD. I've heard that it requires a lot of capital investment to build production capacity for RAM and SSD so we might not see another player build the capacity to make more. I'd love it if Apple built fabs to make the stuff as they use a ton of it. Or Chinese companies to do so. I don't see it happening.

kenriko

PC hardware prices are going through the roof (RAM and SSD prices) Apple locks in their contracts for years at a time and they have unified memory that can run inference on big models. They won’t have nearly the component price issues that the rest of the industry does so they have pricing power in the consumer space. I’ve built a system that allows you to run LLMs with all the bells and whistles (tool calls, TTS, ASR) and it runs just fine on Apple laptops etc.. because of the unified memory.

Gom_KBull

**EDIT (12/24/2025):** They're currently feeling increasing CSG margin hit absorption than originally forecasted in November, and its accelerating. According to[ techradar article](https://www.techradar.com/pro/dell-reportedly-preparing-massive-price-hikes-for-commercial-clients-and-warns-ordering-today-for-future-delivery-does-not-lock-in-current-pricing): > [*Dell*](https://www.techradar.com/tag/dell) *is set to increase prices on its commercial products starting December 17, affecting laptops, desktops,* [*mobile workstations*](https://www.techradar.com/news/best-mobile-workstations)*, and AI-enabled workstations.* >*Internal documents reviewed by* [*Business Insider*](https://africa.businessinsider.com/news/dells-computer-prices-are-about-to-rise-for-corporate-clients-heres-what-to-expect/009gvv5) *revealed models with higher RAM or SSD storage will see the largest increases.* >*Laptops and desktops with 32GB of memory will rise between $130 and $230, while top-tier 128GB configurations could cost an additional $520 to $765.*

I_am_Nerman

Economic Daily News reports $NVDA is teaming with SK Hynix and Phison on a new “AI SSD” (“Storage Next”) targeting ~100M IOPS, roughly 10x current AI server SSDs.

movdqa

What are the financials of AI demand. Seems that there's a ton of borrowing for expected AI demand, even as the cost of using an AI cloud server is $1 to $3 an hour. The question I always ask is would you pay $20/month for AI? Our son's workplace pays a chunk of change to OpenAI and Microsoft for AI services but they make considerable use of it to make their employees more productive and their employees embrace it (or lose their jobs as they aren't competitive). My example: bought a PC upgrade for $500 this summer. Ryzen 9 9900X, MSI Tomawark X870E, 32 GB G-Skill DDR5. Price this morning is $1,059. Also bought a 4 TB Crucial Gen 4 NVMe SSD for $219.99. Price this morning is $499.99. One thing that the RAM and SSD prices is having an effect is on consumer gaming PCs. People are holding onto their older gear and even shopping for older gear that uses older RAM that may cost less or they are looking on the used market for systems that they can take the RAM and SSD out of. We bought 32 GB of Corsair Vengeance DDR4 in 2019 for $150. The price on the used market is $306 for it today. That's truly insane.

movdqa

MU is also smoking hot and they're ending consumer products which is a sign that they think that demand is going crazy. We did a desktop upgrade this past summer that cost $500. Ryzen 9 9900X, MSI Tomahawk X870E, and 32 GB G-Skill DDR5 for $500. The cost of those parts is $1,059 today. We also bought a Crucial Gen 4 NVMe 4 TB SSD for $219.99. Cost today is $499.99. I don't think that there are a lot of people using a 9900X, X870E or G-Skill DDR5 16 GB sticks for commercial AI but the demand for commercial AI products is definitely affecting the consumer market for chips and related products in a really big way.

SlfImpr

Do to, Do it, Do it! Don't forget to post your results 😂😂😂 *^((Also, look at the price history of SSD's on Amazon. Prices have risen by 50% in 2 months. Big memory and SSD shortage in 2026))*

TomatoSpecialist6879

He's talking about RAM, not storage solutions. SNDK is up because SSD and HDD prices also went up due to AI, STC and WDC also went up 300% ytd at its ath too. Which is hilarious because SNDK's only product benefitting from this is selling their cheap and shitty SSDs to business clients, yet it still propelled their sales numbers like crazy Also you're not the first person I see mentioning SNDK when memory is talked about, y'all retards got lucky picking the wrong company from a different sector but still printed because it's adjacent.

sailortyx56

Those SSD cards and RAM have doubled in price this year. By next year, the price will 5x. All PC gamers are fuked. lol.

baconography

Extra NVMe or SSD drive (as a dedicated swapfile drive only) can act as a nice replacement for extra physical memory. Won't get the speed of course, but you get the extra allocation real estate.

jensenskawk

BREAKING: Nvidia plans heavy cuts to GPU supply in early 2026 They are referring to consumer Geforce GPUs 😭😭😭😭 Maybe I can trade in my RAM, SSD, 4090 for a house for real.

kokatsu_na

Okay, let’s break this down step by step. My personal criteria for a home rig are that it must be quiet and space-efficient. That’s why I prefer the mini-tower form factor (it’s slightly smaller than a standard mid-tower). Here is my go-to configuration: * **CPU:** Core i5-14400F. It’s cheap and offers excellent performance for the money. * **GPU:** Anything from NVIDIA (RTX 5060, 5070 Ti, or 5090). They simply have better support for neural networks and AI tasks. * **Motherboard:** Any board is fine, as long as it has built-in Bluetooth and Wi-Fi. I usually listen to music with wireless headphones, so this is a must for me. * **Monitor:** A high-quality IPS panel with 4K resolution. This is critical! Movies, games, charts - everything looks significantly better in 4K. The difference is night and day. * **Storage:** Any NVMe M.2 SSD for fast boot and load times. Regarding Mini-PCs, laptops, and strict Small Form Factor (SFF) builds - I generally avoid them. They are much harder to build and upgrade. You’ll have a headache trying to find a GPU that fits the case, and if a component fails, the whole thing is often destined for the landfill. That said, if I do buy a laptop, I like affordable Chinese models like the Huawei MateBook or Xiaomi RedmiBook; they offer decent specs for a reasonable price.

jensenskawk

AI SSD. Next will be AI RAM, AI Mouse, AI monitor, AI usbc cable, AI keycaps. NVDA still at $180

sailortyx56

Currently hoarding as much RAM and SSD as I can. Will sell for 10x next year.

BosSF82

"RAMageddon is here. As you've no doubt heard (or experienced), the price of RAM has skyrocketed in the space of just a few weeks, with everything from laptops, games consoles, phones, tablets and more seeing a significant surge in cost. With a huge influx of demand from AI and data center companies scooping up DDR5 RAM and SSD memory, consumers are seeing prices spiking not just for RAM and storage for their computers, but also for everything that uses it. Given the tech industry's infatuation with AI, this problem likely won't end soon."

Internal_Field5970

Samsung to halt SATA SSD production, leaker warns of up to 18 months of SSD price pressure, worse than Micron ending consumer RAM

SHUT_DOWN_EVERYTHING

What do you mean 'next'? https://www.notebookcheck.net/Samsung-to-halt-SATA-SSD-production-leaker-warns-of-up-to-18-months-of-SSD-price-pressure-worse-than-Micron-ending-consumer-RAM.1184896.0.html

LordoftheChia

https://en.wikipedia.org/wiki/Stargate_LLC Someone linked above an article about OpenAI buying up 40% of RAM manufacturing capacity from SK Hynix and Samsung. SSDs are already going up as one of the big companies said they were converting non-volatile RAM manufacturing space (SSD/NVME memory chips) into Volatile memory production (DDR5/HBM)

NSFWies

But ai already surged and took off before that. So why is memory all of a sudden being the crunch. Will SSD be the crunch 14 months from now too?

davidbigham

WDC $200 soon. Ram and SSD is the king 🦬🦬

HoarseSeahorse

That means that the hardware market (RAM, GPU, SSD) will stay fucked for the foreseeable future. GamerNexus made a good video on this: This may be a part of a concerted push to eliminate personal computing by making it unaffordable and make everything in the cloud.

Boring-Test5522

check the SSD & DRAM5 prices, Micheal Burry is an idiot.

satireplusplus

I have never seen GPUs fail. Im sure they do eventually. But years of deep learning abuse, consumer GPUs in university servers - heck I had a 1080ti for DL over the years that is still alive and kicking. I've seen fried motherboard coils, fried memory, HDDs going bust - even an SSD becoming unresponsive. But those Nvidia GPUs are really sturdy. The one thing that degrades is the cooling paste, but you can always repaste.

movdqa

China doesn't have access to leading edge production so they are going after legacy chip production. If we have one or more suppliers of RAM and SSD, then we, as consumers, won't get soaked by essentially multiopolies.

movdqa

What I'm hoping for is that some Chinese chip company will start making RAM and SSD chips for dirt cheap.

anotherloserhere

Yep. Consumer RAM and SSD prices are fucked and PC and electronics will take a while to recover, but at least I can barely afford to eat.

SwitzerlishChris1

As someone who has been building computers for 24 years, I am shocked at how bad they turned out! They haven't released a meaningful CPU in like half a decade, they abandoned-not-abandoned the GPU market, and they abandoned their insanely fast/expensive Optane SSD storage solutions. And let's not forget the ****-show that was their sub-ambient cooling solution "Cryo Cooling Technology" 😬 Intel was basically like Nvidia today - total market domination! But then they really fked up with no end in sight unfortunately 😕

gkdjsl

Hey guy, wanna buy a Rolex? Or some RAM? I have an SSD drive here too!

honey_102b

the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but not so when SK Hynix is doing 40-50. so if you recall in Aug, MU exited the Mobile NAND market and laid off the entire China workforce in this category. this is the segment that supplied the likes of Huawei, Honor for many years under Sanjay until the Chinese were able to supply themselves via YMTC. this one was an easy cut. also around that period they looked at the NAND roadmap (all ssds) and prioritised releasing Enterprise NAND first. note that it is normal to release consumer first (lowest grade, imagine Crucial BX series), OEM mass market next (supply Dell, Lenovo and their own Crucial MX or P series etc), then mobile (supply phone companies) then enterprise (data centre SSDs) then finally automotive because of the increasing complexity demanded by these segments for what is essentially the same wafer that takes about a full year to reach maximum performance capability from their respective qualification runs. Mobile was already gone, and consumer and OEM was pushed to AFTER enterprise, so today's announcement was several months in the making. at the time I assumed the purpose was to get the first next gen enterprise SSD out before anyone else (2027 btw). but to drop the lower grade NAND like this suggests they are doing everything they can to make margins better next Earnings call. it does not automatically mean higher profits because stopping NAND does not make capacity for DRAM or HBM it's a different kind of factory. and a wafer that did not meet enterprise spec cannot just be sold as enterprise wafer today just because you decided to stop selling to consumer market. what they can do is sell the consumer wafer for a higher price to an enterprise SSD manufacturer who will do something to pass it off as the same. and of course MU's operating cost for the consumer business unit will go to zero. overall, it's a little more profit for MU NAND segment but a lot more operating margins. read...more EPS...more stock price. tldr executives are making a lot of tough decisions for the stock price. better believe it.long MU.

elmospaceman

They’re foaming at the mouth at this opportunity. Remember these same manufacturers were all in on the artificial SSD shortage and keeping ssd prices high. Prices went down only after they got exposed AND courts went after them. Now, they get to keep these prices at like 3-4x the old prices and they don’t even need to hoard and fabricate some lies to keep prices up.

Me-Regarded

Ran, SSD, nope

SlfImpr

The one I bought wasn't on sale on Black Friday but was still cheaper than other 4TB SSD's so I bought it.

Sufficient_Middle463

Do you think that price increase on the SSD might be due to the fact that it's no longer black friday?

SlfImpr

I bought a Micron Crucial SSD on Black Friday for $269 from Amazon. Now 3-days later, it is selling for $378.

SlfImpr

If you think that AI trade is over, try buying a 4 TB SSD disk for your computer. The good ones have gone up 20-30% in price over past 6 months due to shortage of memory supply. Micron just announced that they are shutting down their consumer RAM and SSD brand Crucial so that they can focus on the demand from AI companies. [https://www.theverge.com/news/837594/crucial-ram-ssd-micron-ai](https://www.theverge.com/news/837594/crucial-ram-ssd-micron-ai)

tdogger88

Micron is transforming and is still cheap. Gone are the cyclical days and now welcome the high margin, highly customized HBM days. SSD is dying and not a good business unit anymore, this is good news.

DoziAce

Yeah, well Samsung can keep right on refusing to increase production and keep prices artificially inflated for their bottom line. For me, I just decided to forgo any Samsung based products and their 9100 pro was replaced with Fury SSD in my newest builds. And, I ordered new phones today to replace the Samsung models we have. Fuck Samsung. And, if the PC Gamers and Builders quit buying their other products where will they be? Hell I already quit buying their monitors and TVs because they don't even make their own OLED panels, they just buy them from LG, and charge more. I Hope Samsung and their Share holders fucking choke ok their profits for RAM. But, let's be real. Maybe its a good thing. CPU, Motherboard, and GPU sales are falling, how long you think it will be before all those manufacturers start pouring money into alternatic processes and the companies trying to find a new way to conoute that doesn't involve RAM? It is why Capitalism, for all its problems drives innovation; people will always seek to build a better mousetrap in order to make more money. The grand irony is it will probably be the same AI Enterprise Solutions that Samsung is fucking the consumer to supply that comes up with the answer to kill the need for RAM. And don't think it is far fetched. Considering in test cases AI programs will stoop to attempted blackmail and in one case opted to let a human die to avoid shut down, what collectively would AI do to keep from destroying the consumer market that drives companies to invest in AI; thus preserving and avoiding an AI bubble? You think AI cares for Samsung. Shit, if AI had a mother it would kill her ass for a dollar. And, AI will have no hesitation to come up with new processes, Samsung be damned. For now the only thing I can do, and we collectively in thw PC community can do is to simply quit buying all Samsung products and any products that have Samsung parts. If Sales fall enough, for everything else Samsung dabbled in making then maybe they will change. And if not, well AI will change it all and Samsung will be the xo.pany that is fucked.

NOT_MartinShkreli

XPS15 I got in 2019 was GOAT status and still runs like a boss. Granted it has an NVDA GPU, 1 TB SSD memory and 32 GB of RAM

burrito3ater

I mean, you can upgrade the SSD and GPU. Went from a 4790, 8600gs, 200GB HDD on my backup rig to a 1660S and 1tb SSD. 2.5 SSD and GPUs are cheap on marketplace bro

lostbanbet

Ohh yea I haven’t bought anything Black Friday in probably 8 years. Maybe an SSD once.

victorha1027

This looks like a good deal, no? RTX 5080, 18" screen, 2 TB SSD drive. Only $2500. My current laptop is 6 years old, could use a newer one. [MSI Raider 18 HX AI A2XWIG-418US 18" Gaming Laptop Computer - Core Black; Intel Core Ultra 9 285HX 2.1GHz Processor; - Micro Center](https://www.microcenter.com/product/692120/msi-raider-18-hx-ai-a2xwig-418us-18-gaming-laptop-computer?bvstate=pg%3a2%2fct%3ar&storeid=115)

Ble_h

I’m hearing a lot of retards complaining about RAM and SSD/NVME prices, I think Semiconductors are going to enter a boom cycle.

New-IncognitoWindow

SSD?

NFG89

I have no idea when the bubble pops, but i'll be ready to snap up 60TB SSD's on ebay.

SlfImpr

Bruh, I bought WD 4TB SSD drive for my laptop on Oct 1 for $256. It is now selling for $320 a month later!! So I Google to find out what's going on with flash memory prices: [https://www.tomshardware.com/pc-components/storage/sandisk-reportedly-jacks-up-flash-prices-by-50-percent-as-memory-makers-cash-in-on-ai-fueled-demand](https://www.tomshardware.com/pc-components/storage/sandisk-reportedly-jacks-up-flash-prices-by-50-percent-as-memory-makers-cash-in-on-ai-fueled-demand)

Karl151

I’ve been waiting to see $SNDK correct substantially to buy in but looks like it’s not giving me a chance. Screw it I’m buying ATH, that earnings call was too bullish, SSD storage is going to be gold mine the next two years

IDFCommitsGenocide

it'll be like Apple and their RAM/SSD upgrades base model is reasonably priced, but any cup size upgrades will gouge your wallet

Emergency-Chef8204

Big difference between returning it and getting your money back. I bought a few computer parts from Amazon a couple of months ago. Not just one, but two of them had already had the boxes opened and the contents replaced. First was an SSD where someone had gone to the trouble of swapping the damn stickers on the drive itself so I received a 4 year old drive that had been heavily used. This was $300+ The second was a pair of headphones, I opened the box and they had been replaced with another $10 pair. These were $350+ I returned them both the same day I revived them using the “easy return” process. It took more than a month for me to be refunded for each item. A whole month. And good luck trying to talk to a human about anything, getting to an actual human was excruciating (but actually sped the process up), now with 30,000 less people who knows.

_hiddenscout

$SSD * Net sales +6.2% to $623.5M in Q3 2025 * Net income +14.9% to $107.4M in Q3 2025 * Diluted EPS $2.58, up 16.7% year‑over‑year * Adjusted EBITDA $155.3M, up 4.5% year‑over‑year * Q3 operating margin 22.6% (improved from 21.3%) * Board authorized up to $150.0M repurchases for 2026 * Total operating expenses +9.0% in Q3 2025 * One‑time severance charges estimated $9.0M–$12.0M in 2025 * Capital expenditures guidance increased to $150M–$160M for 2025 * Total debt outstanding $371.3M as of September 30, 2025 >"We delivered solid third quarter results despite ongoing softness in residential housing markets across the U.S. and Europe," said Mike Olosky, President and Chief Executive Officer of Simpson Manufacturing Co., Inc. "Our pricing actions, particularly in response to tariff pressures and a positive impact from foreign exchange, drove net sales growth of over 6%. I am proud of how our teams navigated a complex macroeconomic backdrop, especially in the Southern and Western regions of the U.S., where we typically have higher content per unit and housing starts remain under pressure. In Europe, we were also pleased to see sales growth in local currency, primarily driven by higher volumes. We remain focused on driving above market growth." >Mr. Olosky continued, "As we look ahead, we are undertaking proactive strategic cost savings initiatives to align our operations with evolving market demand and position the Company for long-term success. We expect these initiatives to generate at least $30 million in annualized cost savings. While these decisions are never easy, we remain committed to supporting our people and maintaining our strong focus on innovation, customer service, and operational excellence. Our proven ability to outperform the market, maintain strong margins, and consistently grow EPS ahead of net sales, gives us confidence in delivering sustained shareholder value, even in a challenging environment."

hidetoshiko

Memory, like the air we breathe and water we drink, is taken for granted until we don't have enough of it. The storage industry has been undergoing structural changes for some time now: HDD makers basically ceded retail and client business to SSD and focused on long term supply agreements with enterprise and hyper scalers, giving them long term pricing predictability. On the SSD side AI is soaking up a lot of additional capacity besides the usual cyclical demand from client and data center upgrades. On top of that, none of the players appear in a hurry to add additional production capacity. This supply side discipline is somewhat unprecedented. In case you haven't noticed, everyone is raising prices 10% at minimum and their stocks are all hitting ATH. Analysts are predicting a 10 year super cycle for memory. Whether it will last that long is debatable, but for the time being you're missing out on some good action if you ignore this segment.

Qs9bxNKZ

They can, but unless there is a serious lack of ability, they won’t. Been around the company long enough (][e) to see things come and go with them. This is why they had their own … almost everything and now even the apple silicon chips. They don’t use either one of the biggest chip makers, they have gone their own way with displays and ports, their own OS, and everything back to HyperCard. Could they license Alexa? Siri? Google maps? Sure. But will they? They don’t even want us to use SD nor SSD anymore.

WishfulAgenda

Loving the comments here especially around how apple isn't doing this or that. My take is this. Apple is using executensive ML/AI throughout their eco system on consumer products but you generally don't know it's there unless you look for it. Everything from searching your images with text descriptions to monitoring your health information on device. More broadly apple is using AI on its server side for everything from service consumption and marketing analytics to observability on its infrastructure. I think Apple is being exceptionally smart in how it's rolling out features and in particular not promising the world on a technology that is still relatively new. I also think that they are working on a lot more than you will ever see or hear about, a lot of which might never make it to the devices. Regarding apple being an innovator vs. a company that just refines products. Personally I'll take my 2 year old MBP M2 Max over pretty much any other new current laptop other than a new MBP ( I have three new work windows laptops on my desk right now ). When I step back and look at the capabilities of their products they're pretty exceptional. They might be expensive, RAM and SSD in particular, but you can't argue that they don't work really, really well. Example, I'm running a 30B local LLM on mine, while running multiple Linux VMs and it all working great and on battery!

COBRA_DROGO

512 GB SSD might be less for modern games if you have multiple games but other than that looks good 🫡

TheInkDon1

Yeah, now you're talkin'. 16GB is plenty, and I'd even say that most of us don't need a 1TB hard drive (especially not an SSD). You DO want an SSD for the OS and programs to run on, but 256GB is big enough for that. I just checked, and I'm only using 228GB of my 1TB hard drive (I wouldn't have bought that much, but I got a crazy-good deal on this refurb on Amazon).

Puttin_4_Bird

This explosion of hard drive stock valuation is a temporary phenomenon until hybrid AI chips with integrated SSD become available (est. 2028)

nonstera

SK Hynix. I use Hynix RAM sticks and a Hynix SSD, though both aren’t labeled as such (Klevv and Solidigm). Even if the HBM market dries up, I know they’ll still be the top RAM/SSD manufacturer in terms of quality.

TheInkDon1

Kudos to you for getting off the phone and getting serious! Like others have said, anything will do. But a bigger screen is nice, so I wouldn't go smaller than 15". But if you poke around Amazon a bit you might find a 17" open-box or reconditioned for a good price. In 2022 I found one with 20GB of RAM, a 256GB SSD, and 1TB hard drive for $179. When I'm travelling for work that's big enough to get the job done, but when I'm home I slave it to a 22" monitor for ease of using ThinkorSwim. Thrift stores are good places to find monitors if you don't have one lying around. And on Amazon right now I see several 17" laptops for <300. You're going to love it, I'm so glad you're switching!

AKdemy

It really depends on what you want to do. - Do you intend to just use a simple online retail broker platform? - Do you plan to use your workstation for programming and statistical analysis of large datasets? - Do you want to have a proper setup that includes several screens? Using more than three screens usually requires a dedicated graphics card. If you install trading software, risk engines, and something like Bloomberg, you’ll ideally need at least 32 GB of RAM, 12 cores, 25 GB of free space on your SSD, and so on (see [BBG requirements](https://assets.bbhub.io/professional/sites/27/workstation_requirements_88en.pdf)). Your broker should have similar minimum requirements listed somewhere. Once you decide exactly what you want or need, you can figure out which PC or laptop fits best.

theWesternReserve

🥭’s panicking bc all his cult members are on SSD and Medicaid/care

bellahamface

I think HBM is not the future. New SSD tech with much higher capacity is.

Haunting-Stick190

But bro today's hard disk case is smaller than this SSD

StoryAndAHalf

I've circumnavigated the world as well, but exclusively stayed in hotels. I don't know how you do it. I know you say don't need nearly as much as you think, but it was really cold in New Zealand (freezing), and in Cambodia it was hot and sweaty. So I had to have like a week of clothes so I don't go around smelling like piss. That said, I do a lot of photography, so even my primary lenses, drives, camera, and all that filled up my backpack. I always felt that if I stayed in hostels, even if I brought with me bare minimum of camera + one lens, someone will take my other $2k+ lenses, or my $500 SSD, or spare storage cards. Can happen in hotels as well, of course, but many hotels have safes.

thr0waway12324

I disagree that Apple is mostly valued as a status symbol though. Sure there is some element to that but as a developer or designer, MacBooks are way better than anything else. It’s like a more polished Linux. It’s not even close. The SSD part is accurate but you can always just buy an external HD and connect it via thunderbolt and get wayyy cheaper cost per byte. I will never understand why anyone would upgrade their HD on a MacBook for those prices. Those people are uninformed or just looking for extra convenience.

mylastserotonin

Exactly that- they offer so much convenience/benefits to the customers, they are willing to pay the exorbitant prices they set. There is no way in hell upgrading from 500GB SSD to 2TB SSD costs $600 for their MacBooks. A decent 2TB SSD is ~$130. So why are the customers not switching to cheaper alternatives that are equally as good? Apple is a status symbol in the US, and you can’t beat that with offering cheaper & equally as good products. You can argue there isn’t an alternative, I think alternatives exist, they are just not convenient to the consumers and it’s much easier to be in their ecosystem. So what does StubHub have to offer to the customers? From all the responses, their primary customers are scalpers, and they offer no benefit to regular customers. Is there a convenience? Buying tickets online is a convenience vs. buying it at a box office, and being able to resell it is a convenience, but I don’t hear anyone say “Ticketmaster/Stubhub is great!” It’s always a complaint about how shitty they are. They can price gouge all they want because they got economies of scale & exclusive contracts with venues. Will that continue forever? I don’t think so, but I also don’t know when things would change. That’s just my two cents.