AI demand isn't just affecting pricing for RAM. The CEO of Phison, a major provider of controllers for SSD drives, told ...

In Phison's earnings call, the CEO explains that "every NAND manufacturer" has said they're "sold out" for 2026: "all the ...

Sandisk also reported that NAND prices are increasing during its Q1 FY2026 earnings call. "In the first quarter, demand for ...

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Phison CEO Khein-Seng Pua confirms that NAND Flash pricing has doubled in the last six months, and that the supply-and-demand ...

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According to Taiwan tech publication DigiTimes, most AI firms are unwilling to wait two years for HDD supplies to stabilize ...

With HDD supply unable to meet demand, cloud providers have begun transitioning toward SSD-based cold storage using QLC NAND technology. QLC (quad-level cell) SSDs are less expensive than their TLC ...

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Western Digital leads the S&P 500 in 2025 with AI-driven HDD demand boosting sales, but surging shares raise risk. See here ...

A surge in demand for AI has shaken up the global storage market, forcing cloud service providers to turn to cheaper, faster ...