Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis
While Microsoft hasn’t increased the prices of its subscription, this move simultaneously reduces the burden on its storage servers while forcing accounts with multiple large users to purchase storage separately. This seems like a reaction to the storage shortage hitting the industry, with hard drive prices surging by 46% from September 2025 to January 2026. Enterprise SSDs have been hit hard, too, with 30TB drives now costing $22,600 while supply remains sold out until 2027.
Affected users could change their cloud storage providers, but even Google has been affected, with the company cutting the free cloud storage limit from 15GB to 5GB pending extra security measures. Even Backblaze, which offers “unlimited” backups, updated its terms of service to potentially throttle or terminate accounts that exceed “typical usage patterns” or “places an undue burden.” Users who have grown tired of paying monthly to secure their data could alternatively set up a NAS and populate it with the best hard drives — although this might be pricey in the short term and requires some setup, it could potentially save you hundreds, if not thousands, of dollars in the long run.
Apple price hikes continue as Mac mini with 16GB RAM and 256GB is now $899
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/software/cloud-storage/SPONSORED_LINK_URL
- https://www.tomshardware.com/software/cloud-storage/microsoft-365-slashes-storage-capacity-for-shared-accounts-amid-industry-wide-shortages-2tb-limit-to-take-effect-after-april-2027#main
- https://www.tomshardware.com/membership
- Why Telecom Operators Are Building Their AI Strategy on Open Models
- This week on Tom's Hardware Premium: October 10, 2026
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Informational only. No financial advice. Do your own research.