Price impact: 1Direction: upSource: Tom's Hardware
The article is a controller-side signal rather than a direct NAND pricing report. Silicon Motion's comments point to faster data-center storage roadmaps, Nvidia's Storage Next effort, and continued interest in high-performance enterprise SSD platforms. For RamTrend, the useful read-through is that AI infrastructure is keeping pressure on SSD controller and enterprise-storage roadmaps, while NAND suppliers such as Samsung, SK hynix, Kioxia, SanDisk, and Western Digital remain exposed to the capacity and qualification cycles behind those products.
Silicon MotionNvidiaSamsungSK hynixKioxiaSanDiskWestern Digitalenterprise SSDNAND3D NANDQLCPCIe SSD
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