OEM

Silicon Motion says 'the retail SSD market has almost disappeared' as NAND shifts towards AI servers and OEMs scoop up the drives that usually sit in our gaming PCs

Silicon Motion reports that the retail SSD market has significantly diminished as demand shifts towards AI servers. Original Equipment Manufacturers (OEMs) are increasingly sourcing complete SSDs from module makers due to NAND supply shortages, impacting availability for consumers. This trend, observed since late last year, suggests a challenging outlook for the consumer SSD market.