Samsung Slashes NAND Output by 50%, Prices to Increase


  • Samsung is cutting its NAND flash output by 50% to combat falling prices and induce a supply-side shock in the market.
  • Other NAND manufacturers are expected to follow suit.
  • The NAND market glut is attributed to increased production and the AI boom.
  • The price impact is expected to be felt in Q4 2023, with a recovery of 0-5% in NAND prices.
  • This may be a good time to purchase SSDs before prices increase.

Ted’s Take:

Samsung is playing hardball with the NAND market by cutting its output in half, and that’s a bold move. It’s like when someone realizes they’ve been charging too little for their genius and decide to quadruple the price overnight. It’s all about supply and demand, baby! By creating a shortage, Samsung hopes to drive up prices and fill their coffers with more money. It’s a classic strategy, like when you purposely eat all the cookies so that your siblings have to pay you for one. And it seems like this tactic might just work, with other NAND manufacturers expected to follow suit and ride the price-increase wave. So, if you’re in the market for some fancy SSDs, now’s the time to strike before your wallet takes a beating. After all, as NVIDIA CEO Jensen Huang once said, the more you buy, the more you save. So go ahead and save yourself from future price hikes, and treat yourself to some high-speed storage. Your computer will thank you, and so will your bank account.

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