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Samsung to halt SATA SSD production leaker Moores Law is Dead warns
Summary
Crucial is dead, Sam Altman's OpenAI now owns the forthcoming 40% of the Global Production of DRAM and now leaker Moores Law is Dead warns that Samsung is to announce in Quarter 1 of 2026 to announce their exit from the SATA SSD Market.
Quotes
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MLID said that Samsung's move is much different from a reshuffle of its brand, with his sources saying that Samsung would be ending SATA SSD production altogether, after it has fulfilled existing contracts, rather than continuing to supply the same NAND to other consumer-facing labels.
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In the future, MLID says that industry forecasts suggest pricing pressure will ease again once DRAM manufacturers move towards the consumer space again -- most likely in 2027-2028 -- driven by local AI workloads and next-gen PlayStation and Xbox consoles that require super-fast SSDs and huge amounts of RAM.
Quote
Tom also stresses that Samsung’s move is fundamentally different from a brand reshuffle. His sources claim Samsung plans to end SATA SSD production entirely after fulfilling existing contracts, rather than continuing to supply the same NAND through other consumer-facing labels. That creates a genuine supply reduction, not just a change in branding. On top of that, the prospect of SATA becoming harder to source could trigger panic buying among system builders and businesses that still rely on the interface, further amplifying short-term price increases, Tom explains.
My thoughts
God this market is going to be an utter blood bath ever further once they formally announce it considering most consumer devices have at most 2 to 4 NVME. It will also greatly affect those who still mainly use SATA as users still have older gear. Hopefully the market will get back to normalcy soon, but I don't expect that to happen as AI is the current crack cocaine of the tech space. Let's hope the market circle jerk explodes sooner rather than later. I long for the days where I could buy 12TB hdds for 110 dollars, but alas, the stupidity triumphs the day.
Sources
https://www.notebookcheck.net/Samsung-to-halt-SATA-SSD-production-leaker-warns-of-up-to-18-months-of-SSD-price-pressure-worse-than-Micron-ending-consumer-RAM.1184896.0.html
https://www.tweaktown.com/news/109337/samsung-halting-sata-ssd-production-says-leaker-warns-of-18-months-of-ssd-price-pressure/index.html