SSD

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.

stupidber

Best investment I ever made was buying a 2TB SSD for my ps5 last september

schubeg

It's not hard for them to throw a few dozen TB of SSD and a few hundred GB of RAM on a SpaceX satellite and sell that to people while keeping 99% of what they are doing in their servers they are currently renting out.

random_noise

You speculate, but apparently never heard of the sneaker net? Not all classified information exists on air-gapped networks or standalone machines. Many of those classified machines are also on classified networks and people who use them have a network that can span the entire country in which those devices can communicate and access to many different flavors of cloud or local secure storage. I used USB sticks, CD's/DVD's, portable SSD's to move updates to and from those secured networks until I built a classified software repostitory on an air gapped network. Stood up a linux repo. Its not about sneaking the hardware in to move the things. I had authorization for those activities and paperwork to get that gear I carried with me through site security checkpoints. USB devices are very hard to detect, and those security folks and metal type detectors you walk through don't usually pick them up or search your stuff that closely in a messenger bag with lots of other things. I would also support the download and transfer of classified data (usually via portable drive) to give to Lockheed to take home on an airplace with them to their secure office for their needs. I can do whatever I want to those devices when I am in possession of them. Its referred to as the sneaker net, because its Shoes that people wear on their feet that power physical part of the data transfer process that bridges secure networks with insecure ones like the internet or to say move lots and lots of data cross country.

Embarrassed-Jump-212

Bought a gaming SSD from SK Hynix for 80 a few years ago. Same one is now 360. Pretty insane and costs only going to go up.

SteveSharpe

I can debate on the compute parts because I work in that industry and understand it. I can't debate the rocket science parts necessarily because I'm not an expert in that. All I can say is that from what the players who are trying to do this are saying (SpaceX, Google, Starcloud, Blue Origin, and others) they feel that they can launch these economically and can handle the cooling needs with radiators built into the satellites. SpaceX claims (take it for what it's worth if you trust them or not) that the AI satellites will actually be less complex than the Starlink ones because the communications equipment is very complicated to maintain on Starlink. They will be larger due to the larger radiators, but less complex from a technology standpoint. As for the failure situations and maintenance of the AI compute itself, I can speak more intelligently to these and I don't think these are as big of an issue. AI data centers on Earth are gigantic collections of common servers that are deployed as distributed compute engines. Any number of them can randomly fail and the end users would not notice it. The request just gets routed to another one, not retried on the failing one. Servers are failing, being added, and being removed all the time. You are correct that on Earth you could fix a server if something simple like an SSD was failing, but I don't think it's all that much impact to the economics of it if you aren't able to do that. In the SpaceX model each AI satellite will be like a rack of data center equipment. It will have multiple things that could fail inside of it and that would reduce the total capability of the satellite, but would not fail the entire satellite. If a GPU failed in a satellite, the thing would just operate with one less. If an SSD failed in a satellite, it would just operate with a little less capacity. There would be tens of thousands of these satellites operating and representing tens of thousands of racks worth of compute capacity. Losing a small percentage of one should be immaterial to the whole. The economics are probably the trickiest part. It's expensive to launch things into orbit. But the economics of building data centers on the ground is getting more and more expensive while launch economics continue to get less expensive. Earth-based data centers are facing fights left and right about where they can be built, how much power they consume, where the power and cooling will come from, etc. This is just driving the cost of building them up higher and higher. The orbital data center companies are making a bet that the economics will cross over into their favor. They could be wrong, but I don't think the theory is that far fetched.

Pin_ups

It is not selling off, it is slowing down, take the example of purchasing a DDR4 16gb 3200mhz ram, that one I bought for $68 back in 2019, it has since doubled in price. I understand that those DDR4 no longer being produced and now ram making is focused on DDR5 which mostly going to AI and other heavy computing operations. The next 5 years, ram making companies already reserved supplies for AI and data centers operations. This is not only effecting RAM prices but also SSD.

Euler007

Dunno but Samsung and SK Hynix better enjoy their bonus and because I'm going China suppliers for RAM and SSD for all my business computers and friendly builds.

anotherloserhere

I think the reason is that the market is seeing a slowdown. Samsung raised prices by like 90% last year q3 or so, and then 60% q4, and like another 30 to 40% after. Now they expect to increase by 19-20% for the next quarter. Also, the memory price increases are hurting their own mobile division. It's hurting everything that uses memory, from consumer PC, to mobile, to expenses for office computers. But god damn that MU hit like 86% profit last quarter. SNDK is in August, and although they are NAND SSD and not dram or hbm, holy shit they were juicy last quarter as well. I expect a blowout earnings. But things are starting to slow down for sure

cryptohorn

Samsung had memory price increases all this year up until today. Today there was a price decrease on internal SSD. 🫪

Cute_Peace

SSD

Excellent-Bag135

Chinese SSD in laptops sold in US [https://www.tomshardware.com/pc-components/ssds/chinese-ymtc-ssds-make-their-way-into-retail-lenovo-laptops-media-outlet-slams-ymtc-pcie-4-0-drive-for-below-average-for-an-ssd-in-an-office-laptop-in-review](https://www.tomshardware.com/pc-components/ssds/chinese-ymtc-ssds-make-their-way-into-retail-lenovo-laptops-media-outlet-slams-ymtc-pcie-4-0-drive-for-below-average-for-an-ssd-in-an-office-laptop-in-review)

3ebfan

I bought Sandisk the second I noticed SSD prices starting to expoentially increase on the pcpartpicker price trends page. It was around $200 at that point.

Tikkinger

so what we are talking here is the good old pagefile.sys , just on a storage that's faster than the SSD?

Dodo_115

You are talking about ds4 and loading experts from a disk, but this creates a massive speed problem that will never go away. An SSD is completely too slow compared to HBM. This is just a clever trick to run a giant model on a local laptop, but it runs at a very low speed with very low compute utilization because the GPU just sits there waiting for the data to load. In a real commercial datacenter nobody can accept this bad latency, so they will always buy the maximum memory capacity to keep the speed high.

sobrique

A nice SSD in the center of your computer...

Zestyclose_Travel528

Don't really have a choice, the entire world is driven by greed. At this point, I’m just trying to farm enough semi tendies to fund my expensive RAM, SSD, and GPU. May the bull be with you.

fallingdowndizzyvr

> is new SSD tech enabling super fast i/o? Nope. Thus the "email timescale answers". Ask it a question. Come back later for the answer. It's going to take a while.

not_a_cumguzzler

interesting.... I'll look into this more. is new SSD tech enabling super fast i/o? what kind of tokens/s can you get with an SSD?

fallingdowndizzyvr

No. You need that if you want realtime answers. If you are OK with email timescale answers, then you can run it on a $100 SSD.

Glittering_Guess_718

SK also make Nand SSD even more than sndk or mu. Moreover, they have 7% of kioxia shares as well.

Prudent_Art_629

Have you ever used one of their products? Crucial (Micron) is the worst consumer brand of SSD out there, riddled with fundamental hardware failures. I was using one for my Lightroom backup SSD, and it only ever wrote half the files Lightroom told it to, which of course I didn't realize until it was too late. Then I got ahold of Micron for a warranty and I had to pay a bunch of money out of pocket to ship it across the world. You are going to lose it all because that company is trash and you're regarded.

kemar7856

SSDs prices have been cut in half bubble is popping. Look it up yourself 8tb SSD went from 3k to 1.7k overnight

GrizzlyP33

A) if you think this run is tied to their usb flash drives you don’t know anything about the company. They’re growing because of data center demand, not you going to Best Buy for your porn drive. B) What is shitty about their drives? I work in media and their SSD drives have been the best performers for some time.

WrexyWrex

I'm not kidding when i say this, this computer is free you are just paying for the ram [https://www.walmart.com/ip/Restored-Acer-Aspire-14-AI-Copilot-WUXGA-1920-x-1200-Touchscreen-Laptop-Intel-Core-Ultra-7-258V-32GB-LPDDR5X-RAM-1TB-SSD-Windows-11-Home-Refurbished/20063750152](https://www.walmart.com/ip/Restored-Acer-Aspire-14-AI-Copilot-WUXGA-1920-x-1200-Touchscreen-Laptop-Intel-Core-Ultra-7-258V-32GB-LPDDR5X-RAM-1TB-SSD-Windows-11-Home-Refurbished/20063750152)

kemar7856

8tb SSD just a measly $3k

Phimb

There is (was?) no better purchase you could make to improve your PC for the least amount of money than switching to an NVME SSD. It's pretty old news now but that shit is like magic vs HDD.

Specialist_Spite5930

Does SK also make Nand SSD? basically, is SNDK also over if SK does ADR?

BassFull0

Some analyst forecast Samsung net income would be around $200-240B btw Samsung manufacturer both DRAM and SSD components too

Nerfarean

Wendy's memes pumping SSD and RAM prices 

Nerfarean

All the Wendys AI slop will jack up SSD and RAM prices for years

Nerfarean

Thanks for keeping SSD and RAM prices high. Calls on MU

Nerfarean

Thanks for keeping SSD and RAM prices high with slop!

RisingSerpent222

Yeah I work in I.T. So I have bunch of ram and SSD sticks laying around.

Creepy_Bee3404

Great write up. SNDK has new China supply risk. Plus AI datacenter can always reuse last gen SSD with their brand new GPUs, so they might not need to upgrade over time.

Paul_Robert_

$2,650 for a 8TB SSD, and get this, if you want the PS5 branded one with a heatsink, it's $3,000. Calls on SanDisk, puts on my wallet