Memory crunch hits home: 4TB portable SSD prices stun as AI reprices the storage stack
demian_ai · x · 2026-09-08
A developer was shocked by 4TB portable SSD prices, realizing the AI-driven memory/storage crunch is real. The quoted analysis: while headlines looked flat, the market rotated into scarcity-turned-revenue plays — Penguin Solutions (Q3 revenue +48%, Integrated Memory more than doubled, operating income up 5x+), Samsung stretching memory, Micron locking wafers, and Korea leading. Storage, networking, AI cloud and cooling outperformed; HBM/packaging and power/grid lagged.
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