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.
Can’t wait for the LLM bubble to pop and have RAM and SSDs become dirt cheap for at least a short time. I believe that other AI-related applications (machine learning, visual recognition, OCR etc. for robots/drones) are more practical and have good use cases but LLM companies themselves are certainly overvalued.