Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Counterpoint Research
Related Coverage
- Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue Wccftech · Muhammad Zuhair
- RAMmageddon? AI-driven memory shortage sends DRAM prices ‘parabolic’ DigiTimes
- Thanks a lot, AI: Hard drives are already sold out for the entire year, says Western Digital Mashable · Matt Binder
- US-based Western Digital invests $74.1m in Thailand storage R&D Tech in Asia · Aiko Gao Ishida
- Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3-HBM4 battle intensifies DigiTimes
- Thanks AI: Hard drives aren't going to get cheaper anytime soon AppleInsider · Malcolm Owen
- WD says 2026 capacity sold out as HDD prices post sharpest rise in two years DigiTimes
- You see what's happening right? — They are preventing you from accessing the means of computing, making you reliant on their services in the future they're building. — At astronomical rents. — https://wccftech.com/... @mttaggart@infosec.exchange · Taggart
Discussion
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r/ItalyHardware
r
on reddit
Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!
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r/DataHoarder
r
on reddit
Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!
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r/Amd_Intel_Nvidia
r
on reddit
Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!
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@whoismyq
MyQ
on x
Something isn't right here. What rack servers would utilize mechanical hard disks for AI? Perhaps if for storage of the LLMs, but makes no sense for anything else. Mechanical drives have absolutely poor performance when compared to solid state. But again, cold/long term/bulk
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@zawy3
@zawy3
on x
Hard drives have gone 2x in price in 18 months. Even older ones: I bought an 8 GB 4 years ago for $144 and now it's $180.
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@pirat_nation
@pirat_nation
on x
Western Digital's HDD production capacity for 2026 is fully sold out, CEO Irving Tan confirmed in recent statements, due to AI demand. Firm orders from top customers cover the entire year, with long-term agreements extending into 2027 and 2028 for some. [image]
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@wccftech
@wccftech
on x
Western Digital has no HDD capacity left, as its CEO reveals massive AI-driven deals have consumed available supply. 🔗 https://wccftech.com/... [image]
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@rahll
Reid Southen
on x
I've lost track of how many times I've said it in regards to AI ruining the PC hardware market, but you don't hate AI enough.
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@tcarmody
Tim Carmody
on bluesky
Many of data centers' externalities are not unique to their use for AI; they all use a ton of electricity, are eyesores, employ relatively few people given their economic impact, etc., whether they're serving Claude or serving Netflix. But supply strain is new and overwhelmingly…
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@tcarmody
Tim Carmody
on bluesky
I haven't seen most non-tech reporter critics of AI talk about this effect it's having immediately on the economy: the prices of memory, storage, and every object with any of these in it are going through the roof as data centers gobble them up in bulk [embedded post]
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@campuscodi@mastodon.social
Catalin Cimpanu
on mastodon
Western Digital has recently announced that it sold all of the year's hard-drive inventory to AI companies. — In other words, prepare for huge SSD price surges. — https://wccftech.com/...
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r/pcmasterrace
r
on reddit
Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead
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r/hardware
r
on reddit
Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead