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.

  • eleitl@lemmy.zip
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    13 hours ago

    I could certainly see a use for HBM in consumer products again (my GPU has 8 GB HBM).

    • Jesus_666@lemmy.world
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      11 hours ago

      It would be nice but someone would have to rip them out of existing products and put them into new ones. Theoretically possible as a (probably fairly janky) one-off product but unlikely. Still, similar products have been made.