Support NeoGAF

[ShaiKhulud1989]

Tired of bad news about hardware? Don't worry, there's more!

Transcend has reportedly issued an internal company notice, shared by @jukan05 on X, indicating that they have recently received a notice from their NAND Flash suppliers, Samsung and Sandisk, about postponed shipments. According to the letter, Transcend has not received a NAND Flash shipment since October, significantly affecting its product availability. Due to the widespread NAND flash shortage impacting the industry, Samsung and Sandisk were unable to supply sufficient NAND chips to storage product manufacturers, affecting both their revenue streams and customer commitments.

The situation worsened in Q4 due to increased demand from large data centers and hyperscalers driven by major cloud service providers' expansion plans. All major chip manufacturers are prioritizing supply for these customers, which has led to price increases and extremely limited availability. Just last week alone, we were notified that costs had risen by 50-100%. The price-up trend continues at a very rapid pace and at an abnormal rate.

Sandisk raised its NAND Flash contract prices by 50% in November to align with supply and demand dynamics. This announcement prompted several module manufacturers to pause deliveries as they reassess pricing and customer commitments. Industry leaders such as Transcend, Innodisk, and Apacer Technology are among those who have temporarily halted shipments.

Transcend anticipates that this situation will persist for another three to five months before any relief occurs.

Source

 

[tanners]

This is Titanic level disaster
The ship just crashed into a iceberg called AI and on ship with full on gamers and PC users

 

[roosnam1980]

should merge all the threads related to the tech related bad news

 

[DenchDeckard]

This is Titanic level disaster

Legit FUCKED!

 

[ShaiKhulud1989]

should merge all the threads related to the tech related bad news

yeah, methinks it's a good idea, there will be more bad news

 

[peish]

I think memory makers under manufacture for last few quarters because nand/ram prices were very low for 2024-2025

They are just using AI excuse to cover up their price fixing.

I mean what's the new development that AI spendings has exponentially increased from Q4 this year?

 

[DenchDeckard]

I think memory makers under manufacture for last few quarters because nand/ram prices were very low for 2024-2025

They are just using AI excuse to cover up their price fixing.

I mean what's the new development that AI spendings has exponentially increased from Q4 this year?

There is many factors linking to this disaster, it is not just exclusively one thing but the result is the same.

 

[hinch7]

Woof SSD prices already steadily increasing. Just wait until the panic sets in.

 

[moogman]

I think memory makers under manufacture for last few quarters because nand/ram prices were very low for 2024-2025

They are just using AI excuse to cover up their price fixing.

I mean what's the new development that AI spendings has exponentially increased from Q4 this year?

It's been coming since Open AI signed a deal with Samsung and SK Hynix for 40% of global DRAM supply. There's others as well, but just on its own that's a huge percentage of the market that's pre-bought. You're right about the under-manufacturing, but now everyone else is scrambling to buy DRAM in a market where just under half of supply has disappeared.

 

[Signalis]

we're proper fucked

 

[Ar¢tos]

I'm glad I basically gave up gaming (just the occasional basic visual novel or text based game now) and went back to my extensive (300+) backlog of books.

 

[Unknown Soldier]

SSD are next

Glad I picked up an extra WD Black SN850X during the recent BF sale, I'm good for awhile

 

[CuteFaceJay]

Ok this level of disruption isn't AI related it's due to China export restriction of rare earths to make these types of products. They simply want the AI narrative this way they can still pump their own bags in the process.

Pretty much why U.S Supreme leader was banging on about trying to make a deal with Ukraine to set up mines to extract it in order to "End the war". This is why Russia tried doing what they did during Covid during the 1st wave of shortages.

 

[Bojji]

I think memory makers under manufacture for last few quarters because nand/ram prices were very low for 2024-2025

They are just using AI excuse to cover up their price fixing.

I mean what's the new development that AI spendings has exponentially increased from Q4 this year?

Yeah, it's cartel. We only have 3 memory makers in the world.

 

[StereoVsn]

Yeah, it's cartel. We only have 3 memory makers in the world.

And they have been sued for price fixing multiple times before. To seemingly no results.

 

[CuNi]

We need to get a dedicated thread and verified lube supplied sorted out.
Gamers are getting f'cked, royally.

 

[AJUMP23]

This is Titanic level disaster
The ship just crashed into a iceberg called AI and on ship with full on gamers and PC users

Did people die?