https://www.theregister.co.uk/2018/08/13/flash_oversupply_analysis/
Maybe I picked a bad time to buy a new samsung M.2 drive.
This is going to be insane.
You get a SSD! You get a SSD! You're all getting SSD!
Analysis A flash price crash is coming and should increase disk cannibalization rates as SSDs become more affordable.
Objective Analysis' Jim Handy, speaking at last week's Flash Memory Summit, confirmed we are in a flash over-supply situation, and there will be a downward pricing correction, if not collapse, close to the production cost of 64-layer 3D NAND, meaning $0.08/GB in 2019. Handy characterized it as the largest-ever price correction in the history of semiconductor products.
Wells Fargo senior analyst Aaron Rakers, using IDC and DRAMeXchange data, estimated total NAND flash pricing stands today at ~$0.30/GB. Rakers noted Objective Analysis expects a 45 per cent per annum growth in NAND flash capacity shipped.
Some 70 per cent of total industry flash is 3D NAND, with the remainder the older 2D or planar NAND. Handy believed this manufacturing capacity could be migrated to making DRAM instead – and warned this could result in DRAM capacity over-supply in the future.
Maybe I picked a bad time to buy a new samsung M.2 drive.
This is going to be insane.
You get a SSD! You get a SSD! You're all getting SSD!