Samsung’s Memory Pivot And What It Means For SSD Prices

Łukasz Grochal

Samsung is reportedly preparing to halt consumer SATA SSD production around 2026, narrowing its focus toward higher margin NVMe and enterprise storage that benefit from booming AI demand. At the same time, analysts report that Samsung has lifted DDR5 contract prices by over 100 percent, from roughly 7 dollars to about 19–20 dollars per unit, citing extremely tight inventories and strong orders from data centers and advanced devices.

This move comes shortly after Micron announced it will down its Crucial consumer SSD and DRAM brand by early 2026, redirecting 3D NAND and DRAM capacity to HBM, server memory, and enterprise SSDs for AI accelerators. Together, these shifts indicate that large manufacturers see more profit in AI and server markets than in budget consumer hardware, which could mean higher RAM and SSD prices, fewer low cost models, and slower spec progress for mainstream PCs and smartphones over the next few years.

References(2)
Sources
China AI accelerator card shipments vs NVIDIA 2025 chart

NVIDIA’s AI Chip Share in China Drops from 95% to 55%

Huawei Ascend vs Nvidia

Has Huawei really closed the Nvidia AI chip gap?

Apple M5 vs RTX 3060 4060 5060 5070 5080 5090 FPS Chart

M5 GPU vs RTX 5060 5070 5080 5090 Performance Table

One Million Times Faster: Hype Or Real RTX Progress

Beyond Moore’s Law: Nvidia’s Neural Rendering Roadmap

Lisuan LX 7G106 Chinese gaming GPU with 12 GB GDDR6

Lisuan LX 7G106 targets RTX 4060 with 12 GB of VRAM

Apple M5 Pro and M5 Max

M5 Pro and M5 Max benchmarked against Nvidia RTX 5060

PlayStation 6 concept render with Zen 6 and RDNA 5 specs

PlayStation 6 rumors: Zen 6 power and 4K 120 fps focus

Microsoft Project Helix Logo

Next Gen Xbox Project Helix Blurs the Line With PC

Microsoft Maia 200 AI Chip Close-Up 3nm Design

Microsoft Maia 200 Rivals Google TPU, xAI Chips

Elon Musk Announces Dojo 3 Supercomputer Revival

Tesla Revives Dojo 3 as AI5 Chip Rivals Nvidia