SSD

Dartmouthest

I see many people aren't giving great responses, but let's try to break this down. First are you looking for manufactured scarcity, (meaning they are only rare because the manufacturer produces it in limited quantity in purposeful intent of making it rare, like pokemon cards or limited edition things like sneakers or handbags or records, etc), or are you looking for something that people need or want to buy but that is scarce because it's truly rare? For the first, manufactured scarcity, it could be anything, but I think everyone here would agree that these aren't real investments and not a sage place to put your money as these don't create annual returns and the manufacturer could just ramp up numbers at any time. But to humour that idea one might look for a legacy brand that remains sought after over the years, Rolex watches, maybe a Birkin bag, but I will reiterate that this is not a classic investment and not something I would buy in order to try and make money. What I like to think you were asking about is things that people want or need but that are legitimately limited due to inability to manufacture or mine, or rarity due to its age. Currently Ram and some other computer components are legit rare, in huge demand, and needed. But technology will improve over time and more stock will eventually (gah I hope so) be created, so while Ram and video cards and SSD are hot now, you gotta be able to flip them for profit. You might also look at truly limited collectibles, not because of manufactured scarcity in this collectibles-centric world, but rather vintage and antique where the supply is truly limited because they were produced at a time when they weren't viewed as investments and every year there are less that exist. This can be old paintings or art, old comic books, old magic or Pokemon cards (old being relative here, think 1990s), etc, and only specific sought after versions, not just old for the sale of being old but rather what people go crazy for, like spiderman say, but again, these are only worth money if you sell them, and like beanie babies, they could have lots of hype today, and then lose the hype and their value along with it. Lastly are the most interesting responses, and that's items that will remain in high demand and high value regardless of marketing or consumer trends. I think some people might look at this through the lense of the world seems to be falling apart, and therefore asking whether society is going to fall apart, and then what will be valuable due to necessity for survival? Already mentioned are guns and ammo. I think this is wise although I hope to be very wrong about that and truly hope humanity pulls it together and we reach our potential rather than entering a base mode. Then I think gold and silver (although you must physically hold it and hide it, no gold stocks, no safety deposit boxes) and I would recommend smaller fractional pieces if practical. No goldbacks or trendy weird adjacent... Physical metal in hand. A machine to able to test these metals might be a good buy if going down that road. I also like water filters, although be mindful that these may not ever be an investment, but if you ever need it, it will have been the best buy you've ever made. Also to clarify I mean mechanical, back woods type deals. Learning survival skills, off grid living tools, books about the herbs and plants local to where you live, a rugged trailer, these are all more in the prepper category, but a type of investment none the less. Ability to harvest or grow some of your own food... Most cities don't have a lot of food for everyone beyond a few days. If society breaks down it could get ugly quickly. So think about all this through the lense of what would I need to survive if X were to happen. Medicine maybe? Batteries and solar panels? The more electronic or complicated an item is the more potential for breaking down and losing all value arises. Buttttttt all of that said, the right answer is probably diversify no matter what it is you buy, s&p pays out which is the real answer (although I like Canadian bank stocks specifically, railways as well) and all of this combined with a bit of gold and silver well hidden, as many guns and ammo as you can get, and tools to remain self sufficient. And barring all of that, my answer in earnest is land (ideally with rental producing properties already built on them) in strategic areas that are maybe undervalued to buy but where you expect to see growth. Think gentrifying neighborhoods or bedroom communities just outside of rapidly growing cities. Except for certain specific situations, they aren't making new land and everyone needs a place to live. And I do recommend to buy dirt rather than an apartment unit in a condo building. This is more labor intensive than just buying stocks and not everyone has what it takes to be a good landlord, but when managed properly it is a consistent and reliable investment that eliminates or at least reduces a lot of the overall market risks. Good luck!

SanDisk_Made_Me_Rich

I think OpenAI/Anthropic are in trouble in this scenario if Local LLMs & open-weight models win But a lot of the other AI stocks should be OK You still need the following to run locally: - **GPU:** Nvidia, AMD - **CPU:** Intel, AMD - **RAM (memory):** MIcron, SK Hynix, and Samsung - **SSD (storage):** RAM players + SanDisk + Kioxia

SanDisk_Made_Me_Rich

Key components of sex robots and where to invest into 2030+ - **GPU:** Nvidia, AMD - **CPU:** Intel, AMD - **RAM (memory):** Micron, SK Hynix, and Samsung - **SSD (storage):** SanDisk, Kioxia, and same RAM players

FutureBadInfluencer

I actually don’t agree mostly. Like the dot com bubble a lot of mostly smaller and non core players will be the ones to lose out and there can be a big dip or ‘bubble’ burst. But in my line of business AI has made us massively more productive and if anything we need the AIs to be better and faster. I think we are still at the start of the AI revolution. Also you need to consider that tech is a short term capital asset - you need to replace them every (say) 5 years or even sooner if there are advances. All electronics fail especially mechanical drives, SSD’s wear out heat degrades components.

OverlordBluebook

Normally yes, but this is different. As an example I was selling a 16TB drive at one point for like $250 in bulk now that same drive is like $750. Memory and SSD? even worse. Sold a 64GB memory stick for a server for $250 back in day, today? same memory stick can be about $3000. And this is all within a year and half. It's like because the hardware components companies doing it.. the cloud hosting companies raising their price to compensate for the increase it costs but allegedly they are the reason why the prices are going up they buying massive amounts and not enough oems to build.

Kinu4U

First, they don't use HDD's they use SSD's. 2nd. They no longer replace GPU's, they optimise them for extended life and build beside them. They don't throw them away, they mulch everybit of performance from them. They STILL have A100 in use.

Embarrassed-Bank2835

For MU, I think the stronger bull case is broader than just HBM. HBM gets the attention, but if AI keeps pulling DRAM capacity toward higher-value products, that can also tighten supply and support pricing/margins in conventional DRAM. Data center memory demand in general is the bigger story. SNDK is a little different. The bull case there looks more like NAND pricing + mix improving at the same time that data center SSD demand is becoming a much bigger part of the business. AI does create real storage demand, especially as inference/context storage grows, but I’d still view SNDK as more exposed to the NAND cycle than MU is to HBM alone. So for me: MU = HBM plus tighter DRAM economics. SNDK = stronger NAND cycle plus a shift toward higher-value data center storage. The main risk for both is the same old memory problem though — if supply ramps too aggressively, pricing can turn on you pretty fast.

ScoopDL

Almost - you save on SSD & Medicare taxes, so there's that.

QuackPhD

Sandisk specializes in NAND chips, like those found on NVMe (super high speed SSD) disks. They've shifted a significant amount (I think 80% or so?) of their chips from consumer products to AI datacenter RAM and Disk caching basically, in-between AI compute (think NVidia and AMD) and HBM (High Bandwidth Memory). TL;DR: They've become an AI hardware manufacturer.

skychief99

A 4 TB SSD drive is $800 - $900? LMAO!!!!!!!!!!!

Healthy_Tour8691

Oh yeah?? And what about apple?? That doesn't even makes its own display?? Samsung makes Ram,SSD, display, does fabrications, and literally fucking everything else too!

financiallythriving

Imagine immediate material cancelations of multi-year enterprise SSD contracts by hyperscale data center clients announcements tonight

BigBoyYuyuh

Could it hurry the fuck up? These RAM, CPU, GPU, SSD, and motherboard prices fucking suuuuuuuuuuck.

BudLightLymeDisease

People want 2tb SSD's for under $300 NVDIA

Pimpwerx

A few years ago an 8TB SATA SSD from Samsung was selling for $330. It was pandemic surplus. Now that drive is almost $1500. I don’t think the Korean manufacturers want to overload on chips again. RAM and storage prices were super low for years. Now they’re going to be cautious and man made inventory. So it’s a hedge, yes. But it’s a hedge based on recent history. Demand is so high right now that any overage will make the pandemic surplus seem small.

JohanLiebert92

gonna need a 4TB SSD at this rate, some of these vids are....in 8k? sheesh

No-Paint-5726

Can't wait for RAM, GPU and SSD prices to come down. About time.

RJ5R

Apple released a new Mac Mini M6 with 16GB memory and 256GB SSD For $900 lmfao

Clackamas_river

Its the quintessential geek stock; EVRYONE growing up wanted more memory (MU) for each of their builds, along with killer GFX cards (NVDA) tons of disk (WDC). When SSD's came out and you could boot from memory - GREEN SHREK hard ons for all the PC builders. We grew up using their products.

SearchUsual5193

they should release a shirt with SSD attached to it

CobblerInternal2703

IF SNDK CLOSES DOWN -10% I'LL SHOVE ONE OF THEIR SSD's IN MY ASS

CobblerInternal2703

ill shove an 8tb Sandisk Extreme Pro SSD in my ass if it closes 10%

Own-Recipe5908

The new engram LLM architecture that came out on the new Qwen is going to massively change how intensive it is to run big models. Basically makes a large part of the model able to run in slow RAM or even an SSD without slowing down the overall model speed.

Apefriends

did you know you can just buy fanxiang SSD and ram for cheap

Unoriginal-Cake

Part costs are going wild is why the market is looking ugly so even shorting stock is risky in any tech sector, I looked up several monitors of Dell and they've moved 15% higher on the "Pro" series so PC parts aren't the only thing lowering expectations. Earnings reports are going to get uglier even if demand for Windows 11 gear by workplaces to replace Win10 stuff. Dell could break records of volume sales due to Win10 EOL, yet the cost of everything is going to influence the P/E ratio on a 52 week range and folks compute future earnings based on "costs factors". Keep in mind if a workplace is paying close to Dell volume sales on a Dell Pro 16 with 32GB RAM / 1TB SSD under $1700, Dell is only making about $100-150 per unit order before extended warranty or SonicWall gear upsells as those models include a 3yr onsite warranty. If QA tanks like COVID/1yr after COVID the warranties lose a ton of money. I've seen some corp ordering from doing office orders with several solutions providers and the order delays are matching similar concerns at Apple reaching near 2-3month delays--Cook said several warnings and he was the person that consolidated Apple in 1998 to regain profits from 10yrs of 1 million+ losses year to year so trust a CFO that became a CEO based on those metrics. Dell is more than likely following the Apple product line consolidation strategy to survive. This is what happened in the Dotcom era, speculation/rapid growth and consolidation of product lines by Dell and HP to streamline their parts supply channels--Apple went the four product lines in 2000(two consumer and two prosumer in the same way until RAM prices went back to normal). Look at the current consumer lineup of Dell, they hedged the 13XPS hard knowing most consumers will use that to survive the Win10 EOL cheaply just like Apple launched the Neo to fill the mainstream price gap. I'd only expect Dell gets a boost in the earnings report from sales as most people in the office realm are ordering 8-24 PCs in a quarterly refresh cycle based on build delays. In my sector there is a rumored max order of 1000 13XPS 16GB models from this year reaching to late 2027/early 2028 so Dell likely expects that level of orders. This matches what I wrote above of Win10 EOL pushes workplaces to go "minimalist" until prices go back to normal.

Dependent-Goose8240

Watch the SSD (Sandisk Shrek dildo) tomorrow +10%

bluen

Nvidia should just own the whole stack GPU, CPU, RAM, SSD

NoctRob

Exactly! Who cares if the cost of food rises even more? Eat a SSD! Wait, those are too expensive too!

ReasonableBrother448

This would implicate that advances are slow and quality is bad going forward (slow compute, high prices etc.). I hope that is not the direction. However this is just the classical chip cycle. Everybody including China will pressure the chip supply. New fabs and innovations increase their depreciation. Eventually as the AI boom slows down due to economical realities and you will get those Radeons from Walmart bargain bins once again, terabyte SSD:s for 50$, 128 gigs of ram for 300$. It has always been impossible to imagine how this could happen, but fabs and factories churn out stuff for pennies 24/7 fully automated in high volumes. It is just the margins and they go out from the window as quickly as they were born. More supply = more price volatility. Chips come out from the factory with negative pricing, hell they might at the bottom pay for you to purchase. It happens in oil, it happens in anything.

SanDisk_Made_Me_Rich

Hmmmm starting to worry a sex robot may end up being more expensive than an actual human: +$4K for a luxury 10/10 super model body + $5K for a laptop with a RTX 4090 with a lot of memory from Micron & SSD from SanDisk

SanDisk_Made_Me_Rich

Friendly reminder: The $5,396.18 on a laptop to power up my fully upgraded AI sex doll included $419 from a premium 4-year protection plan. For technical people: - Legion Pro 7i Gen 10 Intel + RTX 5090 + 24GB VRAM + 64GB RAM + 2 TB SSD

SanDisk_Made_Me_Rich

I just spent $5,396.18 on a laptop that will power the local LLM for my AI sex robot For technical people: - Legion Pro 7i Gen 10 Intel + RTX 5090 + 24GB VRAM + 64GB RAM + 2 TB SSD

fpsstreak

Ai is pretty boring. I figure the plan is to deprive us from storage, ram so we rent it all via cloud. Tech repairs is my hobby and it’s not even fun anymore. Decent SSD sizes are around $120-150. For a device worth $60-80…there is no margin for gains. Even the left over HDD are the same price. E-waste is the best option.

Paul_Robert_

What do you call it when you replace your harddrive with a SSD? SansDisk 💀

CobblerInternal2703

SanDisk agreed to pre- ship me a 8tb SSD before i returned my wonky under the warranty process, and id be lying if i didnt look at their price action and not contemplated not sending them back my wonky one. fucking rich bastards

OvernightExpert

This is essential RAM to SSD. RAM coexists with SSD and both ahve very important jobs

jarkon-anderslammer

But, a year ago, to run it locally would have taken a lot more VRAM. We are continually making better models run on less hardware, or at least the Chinese are. The Deepseek V4 Flash Release Model can run on a $3,500 consumer mini PC. Still a lot of money, but it gives Sonnet 4.6 quality, which is insane. There is no reason to think that next year we will have MoE heatmaps that keep the active experts warm and inactive experts cold on SSD, allowing us to run models equivalent to the Deepseek V4 Flash on a 16GB M1 Macbook Pro.

diddypartyorganizer

do you have $15 spare to replace my SSD enclosure im rotting without my external ssd

Horizon_Labs7244

I think one thing the market still underestimates is storage demand from AI infrastructure. Everyone talks about GPUs and HBM, but those clusters also generate enormous amounts of data that need to be stored. If AI capex stays elevated, enterprise SSD demand could remain stronger than many expect.

Nitor_

Western Digital sold me a defective 2TB SSD that corrupted all the data on it.

IMI4tth3w

I mined a bunch of doge in 2014. When it peaked a few years ago I guesstimated it would be about $300k worth. But of course I just wiped the SSD ages ago with no backup.

Low_Truck_7049

🥭 administration drafts ban on Chinese data center devices over security concerns. Depending on the ban - Hyperscalers may have to source **100% of their memory and enterprise SSD storage** from approved Western and allied manufacturers

kemar7856

My 2tb SSD I bought 2years ago is worth more than my ps5 thanks AI

Lorddon1234

I am going to take the other side of that bet. HBM is prone to overheating, have bad yields, and very expensive. The future is moving the workload down to DRAM and NAND to mitigate cost. Use HBM when you have to. NAND and SSD will be more important going forward. I think we will see a split in stock performance between SNDK and the other memory makers that have more HBM mix.

pmoO0

They do not buy parts. They buy capacity. Dell and Lenovo buy parts. The difference is supply chain and volume. But I don't want to argue. PC / Laptop manufacturers need to get these parts for all their diverse models. Apple only needs TSMC to build their chips. There is no RAM in Macs and no M.2 SSD either.

pmoO0

The memory is part of their chip design. I understand nands for SSD. But they always sold storage for a premium.

micheelay

Wow. Very friggin cool. If they have this kind of niche of having unified memory, which has generally been a nuisance (in terms of upgrading hardware, (I’ve run into this on a smaller scale, needing to use an external SSD to take place of the internal drive my Mac came with), then why haven’t they been capitalizing on these possibilities more with more obvious promotion? I’m just learning about this because of your comment so I’m uneducated, but I visit their site frequently. Maybe their next move then is developing their own LLM, and enhancing their Mac Studio line up? For now, that seems like a super niche interest people would need to be seriously invested in for it to sell masses on a retail scale. But it sounds like people are buying them up faster than they can keep supply in stock. You’ve just given me something new to research and watch videos on, so thank you for your comment.

Samjabr

IMO, they are going to get boned. IDK about earnings, because that s\*\*t is always a coin flip. But look at the record: Vision Pro, Project Titan, TITANIUM!!! = all garbage Everyone is fired up they are releasing a foldable phone - only 7 years after Samsung has had one. And you know that thing is going to be $3,000 plus - why else would they partner up with a BNPL company and not have any of the financial liability in lieu of a small portion of profits (they learned from their partnership with GS on that credit card) The BNPL company was probably salivating at the deal, hoping to work with the 800lb gorilla - so, I doubt they negotiated the greatest terms. Their biggest recent success has been the mac mini and mac studio. The funny thing - **it was a complete accident**. Apple uses unified memory - which was often viewed as suboptimal. You couldn't upgrade a MAC after purchasing it because the memory is soldered directly onto the PCB - contrast this to a PC that has memory slots. You can usually add memory, or even swap out for faster memory down the road. There is one benefit that has had huge unforeseen circumstance: Apple unified memory removes the strict memory capacity limits of traditional discrete GPUs - In other words the CPU and GPU can share the memory) Enter LLMs - People realized that instead of paying for Gemini/ChatGPT etc, they can just load their own open source models, such as BookFace's Llama or the Gynese stuff. The problem is it requires massive amounts of memory. And with PCs, because of the memory limitations, you could only load models with a certain amount of parameters - And that's where the Mac Studio and Mini win. So people started buying them up like crazy once they realized this - You can buy a mac studio and spec it up to 128GB of memory and load a 70 Billion parameter model- Get the 512GB config and you can run **400 Billion parameter models** \- That's essentially one step removed form frontier models. Toss in an OWC SSD for swapping out different LLMs and you are running your own agentic machine. I had to use an automated script searching the Mac Refurb store to get one. The Mac Studio M3 Ultra (which is almost 2 years old) with 512GB memory used to retail for around $10,000 Now you are lucky to find a used one on ebay for less than $40,000 - anything cheaper will likely be a scam [https://www.ebay.com/shop/mac-studio-m3-ultra-512-gb-ram?\_nkw=mac+studio+m3+ultra+512+gb+ram](https://www.ebay.com/shop/mac-studio-m3-ultra-512-gb-ram?_nkw=mac+studio+m3+ultra+512+gb+ram)

tika_dengu

Hopefully memory would’ve fully collapsed by November so I can buy a 8TB SSD for my PS5 in time for GTA6.

Warm_Implement3088

I'm Sorry to tell you all, but SSD's Can't and Won't hold up the World's greatest economy in all of history.

SanDisk_Made_Me_Rich

Friendly reminder SanDisk (hot; SSD) is a storage company like Seagate & Western Digital (cold; HDD). So Seagate's earnings call is bullish for SanDisk next week.

tika_dengu

SSD and DDR5 deals slowly popping up on Amazon

livingiice

This better mean they lower prices for SSD

A_Credo

HDD storage is still the primary storage for long term (cold) storage. It will be in demand until a safer/better long term storage medium is created. SSD shelf life is abysmal because it only has so many writes before it’s toast. SSDs are used for active storage. HDDs make up 80%+ of data center storage.

Playful_Landscape884

This mean the SSD are going cheaper right ? Right?

thisMatrix_isReal

lol, their SSD are pretty good actually, have a bunch of them and never failed on me. does that mean that 2000dollars stock price was justified? heck no

AssGagger

When can I buy a new SSD for regular money?

Interdimension

I’m with you. Will SSD and RAM prices come down to 2022 levels? No. Those were unusually low due to oversupply and low demand. We will probably never see that again unless demand completely collapses to that level, which is doubtful. But supply *will* eventually catch up. Once it does, we’ll likely see prices come down steadily to 2019 or so levels when a 2TB Gen. 4 SSD with DRAM could be bought for around $200 on sale. This was higher than 2022-era’s absurdly low $110 or so for the same SSD.

Hackerjurassicpark

Hope this means SSD and HDD costs are finally coming back to earth

JudgmentGold2618

they aren't a consumer thumb drive maker anymore. they are a pure-play NAND flash and high-capacity enterprise SSD engine powering AI data centers

trumpdiego

SNDK 52-wk high $2,354.39 52-wk low $40.10 We got a long way to go yet before people realize they were buying $90 SSD's you can buy at Costco for $90 today.

No-Lavishness-4131

You are dreaming! It might happen short term as a specilative spike, but longer term (within 1-2 years) china will own commodity memory and SSD manufacturing. All other companies are fucked longer term.

DarkR124

So now that memory/semis are drilling ram and SSD’s are going to be cheap again, right? …right guys?

AngelNotFound4444

Be concerned about memory when you see RAM and SSD prices go down. Nothing so far

Aggressive-Ad-2707

SSD Hardrive next

Additional_One_1230

PE ratio of cyclical commodity stocks is always minimalnat the peak. It does not mean that peak is now, but run was kinda overhyped and it needs correction or slowing down. Now it can do slightly more than other tech and people spoilt by 8x gains will sell cause they think it is normal and will hope for another short time multibaggers. And memory and SSD is high only because of bottleneck and price change to the moon which is bad for others.

AngelNotFound4444

RAM and SSD prices did not move at all so I ain't selling my bags

Seastorm14

Im not knocking their quality, I was saying they aren't only making money by being an AI hardware platform. Do i think they are the best value price/performance? Fuck no, especially not during the RAM crisis that also effects SSD and GPU prices and apple being a meme for gaming Im only saying they aren't exposed to the same level of dynamite ready to go off as the other MAG 7 when the AI bubble bursts

Seastorm14

Because its not, betting on a bottle company (apple) is not the same as betting on the soda in it (AI)  If the soda inside was coca cola, and they go bankrupt, it doesnt mean the bottle company is fucked, they just bottle water or a different soda. People can use their hardware for AI, or workstations or to jerk off, its irrelevant and not a bet on anything other than the need for their product always existing. Do they benefit from people using it for AI? Absolutely. Is it the only reason they are continuing to go up? Fuck no They literally just put out the best broke college kid laptop that parents living paycheck to paycheck will give to their kid before kicking them out to whatever state university is nearby, and they have die hard fan boys that continue to wank it as Microsoft implodes itself over vibe coded bullshit like a windows update bug that accidentally writes hundreds of gigabytes of useless filler data and then caps your SSD causing it to crash until booted in safe mode to delete the bullshit files and rollback the update. AAPL is not only AI

Scary-Oven8260

What are you smoking? Just open Amazon and search for SSD. They have been there for years

davidbigham

Time to sell my Ram and SSD under the bed and BTFD .

itsme971

Memory getting obliterated means SSD will come down in price, right guys?😬

Jerikolol

bullish for SSD?

SanDisk_Made_Me_Rich

This specific efficiency in AI models is a HBM job, not a NAND flash/SSD job that SanDisk is focused on.

robmafia

right, the land/etc is absolutely worthless, unusable, and totally not an asset. >To think that ram, SSD/HDD and GPUs combined cost more than it does to obtain ALSO not what i said. can you retards even read?

L3g3ndary-08

To think that ram, SSD/HDD and GPUs combined cost more than it does to obtain permitting grade the land, pour foundation, erect the external and internal structures, plus the engineered equipment, such as switch gears, pumps, HVAC units, water treatment equipment, valves, flanges, nuts, bolts, anchors, racks, etc, etc, etc, will farr out way the cost of these "assets" that depreciate and need replacement..the debt is fueling the capex dumbass..... Peak stupidity right here.

RedditMapz

I don't misundertantd the cloud business model. I iust made a simple comment rather than an indepth description of the business. Ultimately the point is that cloud computing replaces inhouse infrastructure. Yes, you are right, it allows for testing in many configurations. It also offloads a lot of the IT and server maintenance needed to the cloud provider. As a trade-off is that it creates a single point of failure of the vendor goes down. But ultimately it may actually be using SSD and ARM more efficiently by giving consumers exactly as much computer power as they need rather than millions of companies setting up their own infrastructure with a lot of different hardware configurations. It is also likely cheper for a smaller company that does not have the infrastructure built in. AI on the other hand does not offer the same computational output compared to its SSD and RAM usage. For every dumb question every single person asks, the AI must run through a significant number of calculations (CPU) cycles, reads, and writes through the LLM to spit out an answer. For example, even if the prompt is "2+2" it would run through significantly more computationally expensive path than simply passing 2+2 through and ALU chip which a computer would do locally rather easily. RAM is burning up like crazy. Now, because these models are consistently retrained, SSD storage is also rewritten consistently before the model is available to users. The point is that this technology is unimaginably expensive, maybe prohibetly expensive, which makes their profitability model long term more tenuous specially if the technology cannot live up to its promise.

Jerikolol

My pledge is that I′ll be a KOSPI And I'll gamble on memory Yeah, he is a great memory gambler (wow) When I′ll grow up I'll be an SSD and save Kioxia and destroy CXMT Strong SSD, wow grape I'll open DDR5 and clean rooms as possible And I′m proud to be a RAM The next generation of RAM Is going to make memory the crazy 100%

JohanLiebert92

installed a SanDick 2TB SSD in a spare slot on my laptop today, and I got 1.8TB instead of 2TB. a whole 200mb less. Puts

Slootonium

at a certain point, it's no longer distillation. Kimi K3 is legit better than 5.6 sol when accounting for the SSD issues codex causes and is almost on par with Fable at 1/3rd of the cost. It built me a fully functioning, professional looking website for a single weeks worth of credits on the $99 plan that would have cost at least $5-7k if not done by AI.

WickOfDeath

The demand outpaces the supply for at least two years in literally all classes of memory. Flash for sticks, reliable flash for smartphone and tablet internal storage, for SD cards, for SSD and NVME, last but not least specialized memory like HBM and RAMBUS (which points into the same direction, RAMBUS provides circuitry for connecting HBM to NPUs). . But simple demand/supply patterns dont move stocks, it's the long term outlook, and especially US stocks dont pay you lot of dividends, the 50 pennies from ORacle? A joke, Nvidia did even better, $0.10 as dividend. They are ment to rise forever, and when some new facts are on the tablet which can disrupt this eternal growth story traders just get out. That can let a stock drop 50% even if the fundamentals of the stock issuer dont change.

bnwHS

2TB SSD seems like a small amount these days

Neither_Cellist_7591

Intel sold its NAND solid-state drive (SSD) and storage business to the South Korean semiconductor manufacturer SK Hynix i think they have some contact

JakeColorCarton

Mu detached from sndk when Chinesium SSD arrived

comrade_777_alt

I am getting Micron SSD ads in my gmail inbox. Tf they doing.

Wall_St_Bussy

Dude what the fuck my SSD and RAM just jumped out of my computer and set itself on fire in the middle of my floor

mr_malifica

Except the cycle is different now. HBM4 and HBM4E are not just a stick of RAM, and DDR6 is in the pipeline for 2027/28. Everyone is sold out through 2027 and contract pricing is in place through 2028. You could make the argument that SSD and NAND are still very cyclical, and I'd agree. But everyone said NVDA was cyclical... until it wasn't.

Whole_Tea_4383

apparently they filled the starship with a load of SSD from sandisk

SanDisk_Made_Me_Rich

We need more data centers. More data centers = need to buy more Nvidia GPUs, Micron HBM, SanDisk SSD, cables, wires, etc.

Savagebabypig

When M.2 SSD cards aren't extortionarily expensive is when I'll believe

Loose_Ad5952

  Because others will compare to MU's ION 660 SSD at 245 TB.  They also just invested in a tech giant im Texas as they see a shortage of supply wa coming to wafers.  MU 1600 soon enough 

T-Zing

Friendly reminder that SKM owns 0.9% of SKHY's NAND and SSD production company, Solidigm, aquired from Intel in 2021. In addition SKM owns 0.3-0.5% of Anthropic, 10.3% of PENG, as well as minority stakes in Perplexity, Lambda labs, JOBY.

Guilty_Rooster_6708

using SSD is going to make inference speed extremely slow compare to running it on HBM, but AI still need SSDs for RAG (document storage), data training, and memory management. Both storage and memory uses NAND, so the shortage starts from there too. Memory bandwith also limits the tok/sec for prompt processing and inference, so all the SOTA AI companies need the latest HBM4 to make their models go brr

WashedWashingMachine

We don't need it's just companies scalping when they're allowed to , I bought SSD it was 190 in stock , 2 days later its 2x the price and it was 186 in stock so they haven't even sold shit and it was manufacturer official store yet price 2x.

itsatrashaccount

there are solutions out that can take SSD and present it as the same KV cache as memory. RAM and SSD are only expensive bc the main MFGs aren’t ramping production. They’re selling blocks of production to the highest bidder.

Bichael-Murry

my best investments that i didn't know they were actual investments (higher ROI last 5 years) \- 1TB SSD by samsung, for $70 -> now $250 (257% increase) \- Xbox series X, for $450 ish -> $800 ish now (77% increase) \- Switch 2, for $450 -> $500 in September (11% increase) imagine not investing in consoles and usb sticks, fucking lol tbh

Bichael-Murry

holy shit, just found out that the SSD i bought last year 1TB for like $70 now they sell it for for $250 fucking lol

kemar7856

You can buy one 8 TB SSD or two shares of ScanDisk

Curious-Ear-6982

Being retarded doens't stop anyone else here tho Also, you are saying this all will slow down eventually? I just want some RAM and SSD man

cougar618

No no no. When some relatively benign issue occurs, like one too many SSD failing because rad-hard at that scale is a touch expensive, instead of doing a spacewalk to repair the SSD's you just declare the entire data center a loss and burn it up in the atmosphere.