That news unfortunately dovetails with Western Digital saying it's out of hard drives for the year , and already short for 2027 and 2028. At this rate, we'll be back to computing on abacuses in no time flat unless there's some kind of market correction.
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Bruno Ferreira is a contributing writer for Tom's Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He's obsessed with detail and has a tendency to ramble on the topics he loves. When not doing that, he's usually playing games, or at live music shows and festivals. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-16/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom's Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He's obsessed with detail and has a tendency to ramble on the topics he loves. When not doing that, he's usually playing games, or at live music shows and festivals.
WrongRookie I do wonder if he is saying this after announcing their AI product last year. As in promoting their AI products by giving this warning. Because that just limits their audience further down the line. Reply
Shiznizzle Nobody crying about "US National Security" now, are they? This greed is going to take down whole segments of industry. Mom and pop retailers or small computer repair shops who also sell goods to help the bottom line will fold as they are not selling anything anymore. If the SSD's on amazon cost 300 for a 2 TB what do you think a brick and mortar has to charge? Reply
Eximo On the other hand, they might not able to procure anything to sell at all. Minimum orders may price them out of the industry entirely. (I suppose group purchases would still work) But maintenance will become more important, keeping older systems alive. Could see an increase in used part sales at smaller shops. Reply
vanadiel007 I don't think there's a shortage. It's just that they are selling to the highest payer. This will eventually go boom though, and the carnage will be global. Expect bailouts for those companies that are too big to fail. Reply
bourgeoisdude This may be an unpopular opinion, but maybe that last line in the article is the real solution. We haven't really had a true long term market correction in quite a while. Allowing it to contract might be the best thing long term. It may hurt the big players a bit, but be better for the overall market in the longer term. AI bubble needs to pop. Reply
thestryker My biggest concern from the start has been for the smaller downstream companies that rely on a relatively healthy market to stay in business. The longer this goes on the more we'll see consolidation and/or businesses going under which will only serve to limit the consumer. So many markets are already dominated by big players we don't need it to keep getting worse. Reply
Jabberwocky79 Okay…. so tell us the bad news. /sarcasm Reply
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/pc-components/storage/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/storage/phison-ceo-thinks-nand-shortages-could-shut-down-entire-consumer-electronics-companies-in-2026-claims-at-least-one-foundry-demands-three-year-cash-payment-upfront#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.