According to Duann, PC makers have to buy from SSD module makers because NAND vendors reduced allocation to the client/consumer PC market and redirected most NAND supply to data center products.
As a result, PC OEMs like Acer, Asus, Dell, and HP cannot get enough NAND or SSD supply directly from NAND manufacturers and have to turn to module makers for solid-state drives. The latter traditionally served end-users and had plenty of aftermarket products with enhanced performance and cooling, but now they increasingly serve PC makers instead.
Not even a good thing globally because we’re not replacing production by recycling and secondhand buying. Production is going stronger and more wasteful than ever, it’s just all absorbed in the AI war.
I’m buying open box and refurb. Not paying these ridiculous prices