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Samsung Slashes NAND Output by 50%, Prices to Slowly Edge Higher
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this post was submitted on 15 Sep 2023
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Samsung
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This is the best summary I could come up with:
According to a recent report via TrendForce, the NAND flash market will soon break away from its trend of decreasing prices.
Samsung's solution is to induce a supply-side shock by cutting NAND output by as much as 50% (mainly on processes under 128 layers).
When supply is artificially capped, the higher demand will slowly push stocks lower, increasing the sales price.
That's the mechanism Samsung is leveraging to stem the bleeding prices of NAND, which has seen a severe decline in the last year.
In its current state, AI workloads require somewhat disproportionate compute as GPU and CPU power is much more critical to performance than having a quick, hot-storage solution.
The gold rush for Nvidia GPUs (and their cost, which has led Nvidia to lock-in some 823% in profit percentage) also brings opportunity cost with it: spending money on GPUs leaves less money available for more "classical" supercomputing systems.
The original article contains 418 words, the summary contains 150 words. Saved 64%. I'm a bot and I'm open source!