SSD

Per JPM using Gartner data, enterprise storage is tilting fast to SSD. eSSD TAM is modeled to overtake business critical and nearline HDD in 2025 and be roughly 2x HDD by 2027, while eSSD still prices at about 6x to 8x HDD. JPM says this memory upcycle may be the longest and strongest on record. They model about 420B dollars of memory and storage TAM in 2027 and apply a 3.5x sales multiple, which gets to roughly 1.5T of combined market cap, still over 50% upside from here. On supply and pricing, JPM argues DRAM stays tight into 2027 even with new fabs. HBM soaks up capacity, AI inference uses around 3x the memory of training, and AI servers carry about 3x the SSD content of normal servers, so they model DRAM ASP up 53% and NAND up 30% in FY26. JPM see HBM share of total DRAM capacity rising from about 19% in 2025 to 28% in 2027 and an 8% to 12% supply gap that could last through 2028, as CSP demand for $NVDA class GPUs and custom ASICs keeps forcing DRAM makers to shift wafers into HBM.

Global memory supply growth is projected to remain constrained at 20-25% in 2026F and 2027F while data-center enterprise SSD demand surges 110% in 2026F, widening structural deficits across AI hardware. Supplied research across House I, House E, and House J shares the consensus that AI infrastructure investment is outstripping component capacity, compelling hyperscalers to secure multi-year commitments via long-term agreements and non-binding memoranda (NBM). Yet valuation targets for SanDisk diverge between a $2,100 target price from House E and $3,000.00 from House J. House E highlights that management has locked in about 50% of FY27 bits and near two-thirds of FY28 bits under NBM agreements extending past FY30, but notes that quarterly bit growth came alongside lower average selling prices. By contrast, House J emphasizes pricing power after SanDisk reported F1Q27 EPS of $49.51 (beating consensus by 7%) with ASPs up 9% QoQ, prompting analysts to raise FY28 and FY29 EPS by 7% and 8% as new NBM contracts reset at higher spot rates. Underpinning this sector tightness, House I estimates data-center server DRAM demand will expand 70% in both 2026F and 2027F, forcing non-data-center allocations down 30% in 2026F and 30-50% in 2027F. Meanwhile, hyperscalers Meta ($META), Alphabet ($GOOGL), and Amazon ($AMZN) recorded negative quarterly free cash flow to support capex that could surge 60% in 2027E, leaving memory makers trading at an estimated 2-3x 2027E P/E. To distinguish these outlooks, investors must monitor whether next-round NBM contract terms sustain spot price premiums or dilute blended realizations, alongside hyperscaler third-party data center delivery delays. #Memory #Meta #Google #Amazon

An IT company has listed a 300-rack AI supercomputer on eBay for $60 million with $50 overnight shipping It includes over 9,000 Nvidia A100 GPUs

Even HDD/SSD prices have gone absolutely insane. I was looking for a storage card for my dashcam, and bruh… it’s almost 3× what I paid the last time I bought one for my desktop. 😏😏

According to a Jefferies report, DRAM and NAND memory prices could jump 40–50% in Q3 2026, followed by another 30–40% increase in Q4. The firm doesn’t expect meaningful price relief until 2028. Jefferies also believes Chinese memory makers won’t ease the shortage soon because they still lag behind Samsung, SK Hynix, and Micron in advanced memory technology.

We're about to do some bad things for more $RAM

You got nothing on me - 8tb SSD for $545 (over $1800 today) - 64gb DDR5 kit for $165 (over $780 today) - 2tb CF express for $549 (over $1200 today) I've never had my tech hoarder mindset benefit me so greatly in my life

Helping you to understand the Price increases now impacting consumer technology. • DRAM (RAM) prices are up nearly 98% since late 2025. • NAND flash (storage) prices have more than doubled in many supply contracts. • Memory manufacturers expect supply constraints to continue beyond 2027. These aren't temporary fluctuations. They're part of a broader shift in the global component supply chain that could influence consumer technology pricing for years to come. The NEW reality for consumer Tech.

INTEL: Lenovo says cheap RAM and SSD prices may not come back this decade

All I can say is get all your shit off the cloud as soon as possible.

PS5 prices a few months ago. Xbox announced it today. Market ram and SSD all up. I think others will do the same.

$RAM G5grLASvz1xzgdh1c1GKy2q55mfuDDXhMQoXnDxWpump $SSD CiGNtezwV2wwJucQoWVrn7c4a49GE4MbazBE344Ypump Load up.

The RAM and SSD chips are sitting in warehouses right now. Half of the planned data centers in the US are delayed or outright canceled. They didn't buy the chips because they needed them. They bought the chips to keep you from having them. Alex and a few others jumped ahead because they bought the equipment when it was available. Have you checked the prices on eBay for a Mac Studio with 512GB RAM? It isn't pretty. Pay attention to what happens in the next couple of years.