Enterprise SSD lead times hit 16 weeks as Seagate books nearline capacity into 2028
tengyanAI · x · 2026-09-25
Storage is the latest AI-driven bottleneck after memory:
- Enterprise SSD lead times are at 16 weeks vs a balanced 8 (TrendForce, Sep 21), and US cloud providers have just raised their SSD demand forecasts.
- HDDs are tight too: Seagate's CEO said in July that "the vast majority of our nearline exabytes are now allocated into calendar 2028."
- Names the author is watching: Seagate, Western Digital, SanDisk, and Micron's NAND business.
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