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EXPLAINED: Nelson duann | Vintage Vibes

SSD expert shares some worrying truths about Chinese chip makers — and I think this could be more bad news for the RAM crisis

Here's another sign the RAM crisis is here to stay, as boss in SSD supply chain shares some home truths about Chinese chip makers.

TechRadar

Apple CEO Tim Cook warns AI-driven price increases are unavoidable — says company is trying its best but 'the situation has become unsustainable'

Apple's Tim Cook says that Apple can no longer 'shield' its customers from increased prices of DRAM and NAND memory.

Tom’s Hardware

Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins

CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers may be obliged to support the module industry.

Tom’s Hardware

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The PC component crisis isn't going away: retail market for SSDs has 'almost disappeared' we're told, and DDR5 RAM prices refuse to drop

SSD prices remain sky-high alongside the cost of RAM — and a report suggests hard drives are getting more expensive too.

TechRadar

SMI says Nvidia is driving its consumer PCIe 6.0 roadmap, not AMD and Intel — RTX Spark agentic AI platform fuels a hunger for storage bandwidth

Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.

Tom’s Hardware

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.

Tom’s Hardware

Silicon Motion says 'the retail SSD market has almost disappeared' as NAND shifts towards AI servers and OEMs scoop up the drives that usually sit in our gaming PCs

Yet another day during the RAMpocalypse.

PC Gamer

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'The retail SSD market has almost disappeared,' says Silicon Motion exec — PC OEMs are buying third-party drives as direct NAND supply dries up

Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.

Tom’s Hardware

SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Duann

Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.

Tom’s Hardware

Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027 — 'supply conditions will become even worse'

Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.

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